+271.9%
ASX vs SIRI
+22.5%
+249.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.6% |
| 7D | +11.1% | -3.9% | +15.0% | +11.5% |
| 30D | +9.6% | -0.8% | +10.4% | +9.7% |
| 3M | +18.6% | +4.3% | +14.3% | +16.1% |
| 6M | +92.1% | +34.1% | +58.1% | +81.4% |
| YTD | +158.5% | +47.3% | +111.2% | +139.7% |
| 1Y | +271.9% | +22.9% | +249.0% | +233.5% |
| All | +271.9% | +22.5% | +249.4% | +233.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling