+789.6%
ASX vs OPEN
-83.3%
+872.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -9.6% | -11.2% | -19.9% |
| 7D | -33.3% | -5.8% | -27.5% | -32.8% |
| 30D | -36.5% | -21.1% | -15.3% | -35.2% |
| 3M | -19.2% | -52.4% | +33.2% | -13.7% |
| 6M | -10.2% | -65.8% | +55.5% | -1.4% |
| YTD | +86.5% | -69.3% | +155.7% | +105.4% |
| 1Y | +89.6% | -75.2% | +164.9% | +111.4% |
| 3Y | +298.6% | -14.4% | +313.0% | +235.5% |
| 5Y | +414.3% | -92.0% | +506.2% | +394.4% |
| All | +789.6% | -83.3% | +872.9% | +675.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling