+3,552.3%
ASX vs STRL
+43,143.6%
-39,591.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.8% | -5.5% | -0.7% |
| 7D | -0.7% | +3.4% | -4.1% | -1.3% |
| 30D | +2.0% | -9.2% | +11.2% | +3.5% |
| 3M | -1.3% | -51.0% | +49.7% | +10.1% |
| 6M | +71.4% | +15.8% | +55.7% | +65.5% |
| YTD | +135.3% | +58.9% | +76.5% | +116.9% |
| 1Y | +267.5% | +68.5% | +199.0% | +234.2% |
| 3Y | +388.5% | +485.2% | -96.7% | +265.3% |
| 5Y | +417.1% | +2,005.1% | -1,588.0% | +223.9% |
| 10Y | +872.7% | +7,118.0% | -6,245.2% | +398.9% |
| All | +3,552.3% | +43,143.6% | -39,591.3% | +1,573.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling