+146.5%
ASX vs PR
+87.5%
+59.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.5% | +2.6% | -4.9% |
| 7D | -14.6% | -12.1% | -2.5% | -16.3% |
| 30D | -21.1% | +0.9% | -22.0% | -20.4% |
| 3M | -3.1% | +10.1% | -13.2% | -0.3% |
| 6M | +17.4% | +1.1% | +16.3% | +19.5% |
| YTD | +135.3% | +63.7% | +71.7% | +161.7% |
| 1Y | +146.5% | +87.0% | +59.5% | +192.7% |
| All | +146.5% | +87.5% | +59.0% | +192.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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