+476.3%
ASX vs OSCR
+386.4%
+89.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.8% | +7.3% | +3.7% |
| 7D | +11.1% | +4.7% | +6.4% | +10.8% |
| 30D | +9.6% | +14.8% | -5.2% | +8.8% |
| 3M | +18.6% | +16.7% | +1.9% | +17.3% |
| 6M | +92.1% | +127.5% | -35.4% | +80.1% |
| YTD | +158.5% | +121.0% | +37.5% | +142.3% |
| 1Y | +271.9% | +58.4% | +213.5% | +253.5% |
| All | +476.3% | +386.4% | +89.9% | +396.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling