+414.3%
ASX vs SNAP
-90.2%
+504.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -14.0% | -6.7% | -18.4% |
| 7D | -33.3% | -10.4% | -22.9% | -31.8% |
| 30D | -36.5% | -11.9% | -24.5% | -34.9% |
| 3M | -19.2% | -4.5% | -14.7% | -18.7% |
| 6M | -10.2% | -16.7% | +6.5% | -8.1% |
| YTD | +86.5% | -36.9% | +123.4% | +97.4% |
| 1Y | +89.6% | -30.3% | +119.9% | +97.1% |
| 3Y | +298.6% | -52.5% | +351.1% | +315.4% |
| 5Y | +414.3% | -90.4% | +504.7% | +554.5% |
| All | +414.3% | -90.2% | +504.5% | +554.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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