+583.5%
ASX vs OSCR
-8.3%
+591.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +5.9% |
| 7D | +6.3% | +10.7% | -4.4% | +5.4% |
| 30D | +6.4% | +18.3% | -11.9% | +4.9% |
| 3M | +13.1% | +20.5% | -7.4% | +10.9% |
| 6M | +90.3% | +138.5% | -48.2% | +74.1% |
| YTD | +149.6% | +129.7% | +19.9% | +128.5% |
| 1Y | +249.2% | +62.8% | +186.4% | +226.6% |
| 3Y | +445.9% | +411.8% | +34.1% | +330.0% |
| 5Y | +477.7% | +99.9% | +377.8% | +348.9% |
| All | +583.5% | -8.3% | +591.8% | +444.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling