+1,008.4%
ASX vs SIRI
-7.8%
+1,016.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.7% |
| 7D | +22.1% | -3.7% | +25.8% | +23.1% |
| 30D | -23.8% | +20.4% | -44.2% | -27.3% |
| 3M | -7.6% | +12.5% | -20.1% | -10.7% |
| 6M | +6.9% | +23.4% | -16.5% | +0.6% |
| YTD | +127.7% | +65.2% | +62.5% | +98.0% |
| 1Y | +144.5% | +52.4% | +92.2% | +116.8% |
| 3Y | +377.8% | -22.6% | +400.4% | +378.9% |
| 5Y | +498.2% | -41.7% | +539.9% | +520.8% |
| All | +1,008.4% | -7.8% | +1,016.1% | +861.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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