+146.5%
ASX vs STRL
-30.1%
+176.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -21.5% | +17.5% | +3.6% |
| 7D | -14.6% | -27.1% | +12.5% | -5.5% |
| 30D | -21.1% | -45.8% | +24.7% | -3.3% |
| 3M | -3.1% | -47.6% | +44.6% | +19.9% |
| 6M | +17.4% | -46.4% | +63.8% | +46.8% |
| YTD | +135.3% | -7.4% | +142.7% | +141.9% |
| 1Y | +146.5% | -25.9% | +172.4% | +168.4% |
| All | +146.5% | -30.1% | +176.6% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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