+465.5%
ASX vs OSCR
+84.7%
+380.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.8% | +7.3% | +3.9% |
| 7D | +11.1% | +4.7% | +6.4% | +10.7% |
| 30D | +9.6% | +14.8% | -5.2% | +8.2% |
| 3M | +18.6% | +16.7% | +1.9% | +16.5% |
| 6M | +92.1% | +127.5% | -35.4% | +75.7% |
| YTD | +158.5% | +121.0% | +37.5% | +136.4% |
| 1Y | +271.9% | +58.4% | +213.5% | +247.4% |
| 3Y | +465.2% | +392.4% | +72.8% | +338.8% |
| All | +465.5% | +84.7% | +380.8% | +332.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling