+267.5%
ASX vs OSCR
+75.7%
+191.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +5.8% | -6.6% | -0.8% |
| 30D | +2.0% | +7.1% | -5.1% | +1.8% |
| 3M | -1.3% | +36.7% | -38.0% | -2.7% |
| 6M | +71.4% | +114.3% | -42.8% | +57.5% |
| YTD | +135.3% | +124.4% | +10.9% | +115.1% |
| 1Y | +267.5% | +75.5% | +192.0% | +236.5% |
| All | +267.5% | +75.7% | +191.7% | +236.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 1y: compounded portfolio wealth divided by compounded OSCR 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…
1y analysis · Full analysis span regression · 6 months rolling