+3,552.3%
ASX vs SIRI
-93.1%
+3,645.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.5% |
| 7D | -0.7% | +1.6% | -2.3% | -0.9% |
| 30D | +2.0% | -4.7% | +6.7% | +2.4% |
| 3M | -1.3% | +5.3% | -6.6% | -2.0% |
| 6M | +71.4% | +30.5% | +40.9% | +66.7% |
| YTD | +135.3% | +49.6% | +85.7% | +125.5% |
| 1Y | +267.5% | +28.5% | +239.0% | +256.9% |
| 3Y | +388.5% | -27.5% | +415.9% | +393.1% |
| 5Y | +417.1% | -44.7% | +461.8% | +427.2% |
| 10Y | +872.7% | -12.6% | +885.4% | +851.1% |
| All | +3,552.3% | -93.1% | +3,645.4% | +3,473.4% |
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