+982.8%
ASX vs QSR
+207.3%
+775.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.2% | +7.8% | +7.0% |
| 7D | +0.8% | -2.2% | +3.0% | +1.5% |
| 30D | -20.4% | +7.8% | -28.2% | -22.9% |
| 3M | -2.1% | +5.5% | -7.6% | -4.8% |
| 6M | +8.2% | -0.2% | +8.4% | +6.6% |
| YTD | +137.3% | +15.4% | +121.9% | +120.0% |
| 1Y | +155.0% | +15.3% | +139.7% | +136.0% |
| 3Y | +397.9% | +23.7% | +374.2% | +339.7% |
| 5Y | +529.2% | +60.4% | +468.9% | +399.4% |
| 10Y | +1,007.5% | +142.2% | +865.3% | +634.1% |
| All | +982.8% | +207.3% | +775.5% | +581.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling