+133.0%
ASX vs S
+37.8%
+95.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.3% |
| 7D | -9.1% | +1.4% | -10.5% | -9.1% |
| 30D | -23.6% | -10.8% | -12.8% | -22.8% |
| 3M | -5.6% | +5.4% | -11.0% | -5.4% |
| 6M | +4.7% | +41.2% | -36.5% | +1.4% |
| YTD | +122.6% | +56.2% | +66.4% | +110.7% |
| 1Y | +133.0% | +36.3% | +96.7% | +124.7% |
| All | +133.0% | +37.8% | +95.2% | +124.7% |
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