+414.3%
ASX vs STRL
+788.2%
-373.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -13.9% | -6.9% | -16.1% |
| 7D | -33.3% | -34.6% | +1.3% | -23.4% |
| 30D | -36.5% | -56.7% | +20.2% | -16.8% |
| 3M | -19.2% | -54.4% | +35.2% | +3.8% |
| 6M | -10.2% | -69.7% | +59.5% | +29.9% |
| YTD | +86.5% | -20.2% | +106.7% | +95.2% |
| 1Y | +89.6% | -40.6% | +130.2% | +115.2% |
| 3Y | +298.6% | +221.7% | +76.9% | +151.4% |
| 5Y | +414.3% | +799.0% | -384.7% | +91.4% |
| All | +414.3% | +788.2% | -373.9% | +91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling