+145.4%
ASX vs S
+30.9%
+114.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | +12.4% | +2.0% | +10.4% | +12.1% |
| 30D | -19.8% | -2.7% | -17.1% | -18.8% |
| 3M | -10.3% | -6.9% | -3.4% | -8.3% |
| 6M | +1.2% | +38.1% | -36.8% | -1.1% |
| YTD | +123.0% | +48.0% | +75.0% | +114.2% |
| 1Y | +145.4% | +34.5% | +111.0% | +138.5% |
| All | +145.4% | +30.9% | +114.5% | +138.5% |
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