+267.5%
ASX vs PR
+76.5%
+191.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.1% |
| 7D | -0.7% | +2.9% | -3.6% | -0.5% |
| 30D | +2.0% | +18.0% | -16.1% | +3.5% |
| 3M | -1.3% | +16.9% | -18.2% | +0.9% |
| 6M | +71.4% | +28.2% | +43.2% | +72.3% |
| YTD | +135.3% | +69.3% | +66.0% | +130.6% |
| 1Y | +267.5% | +69.5% | +198.0% | +253.0% |
| All | +267.5% | +76.5% | +191.0% | +253.0% |
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