+146.5%
ASX vs QSR
+23.8%
+122.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.5% | -9.4% | -1.8% |
| 7D | -14.6% | +5.2% | -19.8% | -12.8% |
| 30D | -21.1% | +12.2% | -33.3% | -17.6% |
| 3M | -3.1% | +7.0% | -10.1% | -0.1% |
| 6M | +17.4% | -0.3% | +17.7% | +21.7% |
| YTD | +135.3% | +18.0% | +117.3% | +146.5% |
| 1Y | +146.5% | +22.6% | +123.9% | +154.4% |
| All | +146.5% | +23.8% | +122.7% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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