+3,582.5%
ASX vs SIRI
-92.3%
+3,674.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +0.8% | -2.6% | +3.4% | +1.1% |
| 30D | -20.4% | +22.2% | -42.7% | -22.1% |
| 3M | -2.1% | +14.1% | -16.2% | -3.6% |
| 6M | +8.2% | +22.5% | -14.3% | +5.7% |
| YTD | +137.3% | +67.9% | +69.4% | +124.4% |
| 1Y | +155.0% | +54.6% | +100.4% | +143.1% |
| 3Y | +397.9% | -21.3% | +419.3% | +398.5% |
| 5Y | +529.2% | -40.4% | +569.6% | +535.5% |
| 10Y | +1,007.5% | -6.2% | +1,013.8% | +972.3% |
| All | +3,582.5% | -92.3% | +3,674.7% | +3,455.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling