+144.5%
ASX vs S
+29.4%
+115.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.3% | +2.2% | -2.8% |
| 7D | +22.1% | +4.1% | +18.0% | +21.4% |
| 30D | -23.8% | -7.2% | -16.6% | -22.6% |
| 3M | -7.6% | 0.0% | -7.6% | -6.4% |
| 6M | +6.9% | +41.6% | -34.7% | +3.8% |
| YTD | +127.7% | +48.6% | +79.1% | +117.9% |
| 1Y | +144.5% | +30.0% | +114.5% | +139.3% |
| All | +144.5% | +29.4% | +115.1% | +139.3% |
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