+125.7%
ASX vs REPL
+163.1%
-37.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.0% | +5.7% | +8.7% |
| 7D | -12.3% | +14.2% | -26.5% | -12.2% |
| 30D | -26.0% | +65.9% | -91.9% | -25.6% |
| 3M | -8.1% | +84.6% | -92.7% | -7.4% |
| 6M | +1.4% | +446.9% | -445.5% | +10.3% |
| YTD | +115.6% | +129.0% | -13.4% | +125.6% |
| All | +125.7% | +163.1% | -37.5% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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