+477.7%
ASX vs OTIS
-14.6%
+492.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.9% |
| 7D | +6.3% | -0.8% | +7.1% | +6.7% |
| 30D | +6.4% | -4.7% | +11.2% | +8.9% |
| 3M | +13.1% | +1.2% | +11.9% | +11.1% |
| 6M | +90.3% | -20.5% | +110.8% | +114.3% |
| YTD | +149.6% | -18.4% | +168.1% | +175.7% |
| 1Y | +249.2% | -18.1% | +267.3% | +283.1% |
| 3Y | +445.9% | -10.6% | +456.5% | +429.2% |
| 5Y | +477.7% | -16.1% | +493.8% | +455.7% |
| All | +477.7% | -14.6% | +492.3% | +455.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling