+146.5%
ASX vs S
+36.5%
+110.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.6% | -4.1% |
| 7D | -14.6% | -8.2% | -6.4% | -13.8% |
| 30D | -21.1% | -7.6% | -13.5% | -20.6% |
| 3M | -3.1% | +12.0% | -15.0% | -3.8% |
| 6M | +17.4% | +50.6% | -33.2% | +12.3% |
| YTD | +135.3% | +56.6% | +78.7% | +122.1% |
| 1Y | +146.5% | +39.2% | +107.3% | +134.6% |
| All | +146.5% | +36.5% | +110.0% | +134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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