+861.6%
ASX vs PR
+109.1%
+752.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | -0.7% | +2.9% | -3.6% | -0.9% |
| 30D | +2.0% | +18.0% | -16.1% | +0.8% |
| 3M | -1.3% | +16.9% | -18.2% | -2.5% |
| 6M | +71.4% | +28.2% | +43.2% | +68.0% |
| YTD | +135.3% | +69.3% | +66.0% | +126.0% |
| 1Y | +267.5% | +69.5% | +198.0% | +252.5% |
| 3Y | +388.5% | +81.7% | +306.8% | +364.3% |
| 5Y | +417.1% | +422.2% | -5.2% | +363.0% |
| All | +861.6% | +109.1% | +752.5% | +800.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling