+146.5%
ASX vs SBAC
+2.4%
+144.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.8% | -9.8% | -2.9% |
| 7D | -14.6% | +5.8% | -20.4% | -13.7% |
| 30D | -21.1% | +20.8% | -41.9% | -18.8% |
| 3M | -3.1% | +4.8% | -7.8% | -2.1% |
| 6M | +17.4% | -9.1% | +26.5% | +20.4% |
| YTD | +135.3% | +3.1% | +132.3% | +144.2% |
| 1Y | +146.5% | +2.2% | +144.3% | +156.6% |
| All | +146.5% | +2.4% | +144.1% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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