+125.7%
ASX vs QS
-73.4%
+199.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.8% | +1.9% | +6.0% |
| 7D | -12.3% | +13.7% | -26.0% | -15.9% |
| 30D | -26.0% | -0.2% | -25.8% | -25.9% |
| 3M | -8.1% | -24.8% | +16.7% | +2.3% |
| 6M | +1.4% | -39.4% | +40.8% | +21.4% |
| YTD | +115.6% | -56.1% | +171.7% | +173.8% |
| All | +125.7% | -73.4% | +199.1% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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