+146.5%
ASX vs P
+19.7%
+126.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -2.0% |
| 7D | -14.6% | -19.4% | +4.8% | -7.3% |
| 30D | -21.1% | -22.3% | +1.2% | -13.1% |
| 3M | -3.1% | +33.2% | -36.3% | -13.3% |
| 6M | +17.4% | +53.6% | -36.3% | -0.8% |
| YTD | +135.3% | +66.8% | +68.5% | +94.1% |
| 1Y | +146.5% | +17.5% | +129.0% | +110.1% |
| All | +146.5% | +19.7% | +126.8% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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