+107.9%
ASX vs STRL
-38.5%
+146.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.5% | +3.0% | +5.1% |
| 7D | -19.9% | -26.9% | +7.0% | -10.7% |
| 30D | -30.9% | -52.7% | +21.8% | -10.2% |
| 3M | -15.1% | -52.8% | +37.8% | +10.1% |
| 6M | -6.5% | -71.5% | +65.0% | +39.5% |
| YTD | +98.4% | -17.4% | +115.9% | +116.1% |
| 1Y | +107.9% | -35.0% | +142.8% | +138.7% |
| All | +107.9% | -38.5% | +146.4% | +138.7% |
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