+479.4%
ASX vs SIRI
-44.1%
+523.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.7% |
| 7D | +11.1% | -3.9% | +15.0% | +11.9% |
| 30D | +9.6% | -0.8% | +10.4% | +9.7% |
| 3M | +18.6% | +4.3% | +14.3% | +17.1% |
| 6M | +92.1% | +34.1% | +58.1% | +81.0% |
| YTD | +158.5% | +47.3% | +111.2% | +138.8% |
| 1Y | +271.9% | +22.9% | +249.0% | +253.9% |
| 3Y | +465.2% | -24.6% | +489.8% | +460.3% |
| 5Y | +479.4% | -43.2% | +522.6% | +551.0% |
| All | +479.4% | -44.1% | +523.5% | +551.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling