+188.7%
ASX vs Q
+80.0%
+108.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.4% | +4.2% | +4.8% |
| 7D | +0.8% | +6.6% | -5.7% | -2.7% |
| 30D | -20.4% | +2.7% | -23.2% | -20.7% |
| 3M | -2.1% | -8.4% | +6.2% | +4.7% |
| 6M | +8.2% | -17.3% | +25.5% | +23.9% |
| YTD | +137.3% | +55.3% | +82.0% | +115.7% |
| 1Y | +155.0% | +31.5% | +123.6% | +142.0% |
| All | +188.7% | +80.0% | +108.7% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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