+748.4%
ASX vs SBAC
+93.8%
+654.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.9% | +8.3% | +6.8% |
| 7D | -19.9% | +1.2% | -21.1% | -20.2% |
| 30D | -30.9% | +11.2% | -42.1% | -32.8% |
| 3M | -15.1% | +4.5% | -19.5% | -16.3% |
| 6M | -6.5% | -12.2% | +5.7% | -4.5% |
| YTD | +98.4% | -0.1% | +98.6% | +94.1% |
| 1Y | +107.9% | -0.3% | +108.1% | +103.2% |
| 3Y | +325.3% | -8.7% | +334.0% | +313.6% |
| 5Y | +447.3% | -40.2% | +487.5% | +513.6% |
| All | +748.4% | +93.8% | +654.6% | +569.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling