+842.6%
ASX vs SBAC
+97.3%
+745.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.5% | +8.1% | +8.5% |
| 7D | -12.3% | +3.0% | -15.2% | -12.9% |
| 30D | -26.0% | +4.3% | -30.3% | -26.9% |
| 3M | -8.1% | +4.1% | -12.3% | -9.3% |
| 6M | +1.4% | -11.6% | +13.0% | +3.4% |
| YTD | +115.6% | +0.4% | +115.2% | +110.6% |
| 1Y | +128.0% | -1.1% | +129.1% | +123.6% |
| 3Y | +371.4% | -7.3% | +378.7% | +356.2% |
| 5Y | +469.4% | -40.8% | +510.2% | +541.3% |
| 10Y | +842.6% | +103.0% | +739.7% | +640.2% |
| All | +842.6% | +97.3% | +745.4% | +640.2% |
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