+973.9%
ASX vs QSR
+218.5%
+755.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -0.7% | +2.4% | -3.2% | -1.6% |
| 30D | +2.0% | +7.6% | -5.6% | -0.7% |
| 3M | -1.3% | +12.6% | -14.0% | -6.2% |
| 6M | +71.4% | +14.4% | +57.1% | +61.3% |
| YTD | +135.3% | +19.6% | +115.7% | +117.2% |
| 1Y | +267.5% | +33.9% | +233.6% | +222.4% |
| 3Y | +388.5% | +27.1% | +361.4% | +330.3% |
| 5Y | +417.1% | +48.5% | +368.6% | +325.0% |
| 10Y | +872.7% | +126.2% | +746.5% | +556.2% |
| All | +973.9% | +218.5% | +755.4% | +572.7% |
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