+144.5%
ASX vs P
+24.7%
+119.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.4% | -7.4% | -5.5% |
| 7D | +22.1% | +17.8% | +4.3% | +13.8% |
| 30D | -23.8% | -29.9% | +6.1% | -12.3% |
| 3M | -7.6% | -1.2% | -6.4% | -6.4% |
| 6M | +6.9% | +32.1% | -25.2% | -4.8% |
| YTD | +127.7% | +64.3% | +63.4% | +91.5% |
| 1Y | +144.5% | +24.3% | +120.2% | +109.6% |
| All | +144.5% | +24.7% | +119.8% | +109.6% |
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