+146.5%
ASX vs OTIS
-9.8%
+156.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.9% | -7.8% | -2.7% |
| 7D | -14.6% | +9.5% | -24.1% | -12.2% |
| 30D | -21.1% | +21.1% | -42.2% | -17.8% |
| 3M | -3.1% | +9.0% | -12.1% | +0.7% |
| 6M | +17.4% | +6.4% | +10.9% | +23.0% |
| YTD | +135.3% | -7.1% | +142.4% | +153.9% |
| 1Y | +146.5% | -10.1% | +156.6% | +165.6% |
| All | +146.5% | -9.8% | +156.3% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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