+249.2%
ASX vs OTIS
-17.7%
+266.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.1% |
| 7D | +6.3% | -0.8% | +7.1% | +6.3% |
| 30D | +6.4% | -4.7% | +11.2% | +6.5% |
| 3M | +13.1% | +1.2% | +11.9% | +12.1% |
| 6M | +90.3% | -20.5% | +110.8% | +95.9% |
| YTD | +149.6% | -18.4% | +168.1% | +157.8% |
| 1Y | +249.2% | -18.1% | +267.3% | +273.4% |
| All | +249.2% | -17.7% | +266.8% | +273.4% |
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