+392.6%
ASX vs REPL
-22.6%
+415.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.2% |
| 7D | -0.7% | -3.0% | +2.3% | -0.7% |
| 30D | +2.0% | +27.1% | -25.1% | +1.8% |
| 3M | -1.3% | +52.4% | -53.7% | -1.9% |
| 6M | +71.4% | +107.4% | -36.0% | +70.9% |
| YTD | +135.3% | +54.7% | +80.6% | +135.8% |
| 1Y | +267.5% | +158.9% | +108.6% | +259.6% |
| All | +392.6% | -22.6% | +415.3% | +367.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling