+145.4%
ASX vs STRL
-22.7%
+168.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -0.9% |
| 7D | +12.4% | +15.7% | -3.3% | +6.3% |
| 30D | -19.8% | -35.5% | +15.7% | -6.6% |
| 3M | -10.3% | -47.1% | +36.8% | +11.4% |
| 6M | +1.2% | -65.8% | +67.0% | +42.3% |
| YTD | +123.0% | -4.5% | +127.5% | +128.4% |
| 1Y | +145.4% | -10.5% | +155.9% | +155.5% |
| All | +145.4% | -22.7% | +168.1% | +155.5% |
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