+1,007.5%
ASX vs STT
+203.9%
+803.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +5.9% |
| 7D | +0.8% | +0.4% | +0.4% | +1.2% |
| 30D | -20.4% | -0.4% | -20.0% | -19.6% |
| 3M | -2.1% | -6.5% | +4.3% | +1.5% |
| 6M | +8.2% | +17.2% | -9.0% | +2.0% |
| YTD | +137.3% | +38.2% | +99.1% | +108.0% |
| 1Y | +155.0% | +49.3% | +105.7% | +116.4% |
| 3Y | +397.9% | +181.9% | +216.0% | +219.1% |
| 5Y | +529.2% | +106.9% | +422.3% | +342.4% |
| 10Y | +1,007.5% | +203.1% | +804.4% | +581.7% |
| All | +1,007.5% | +203.9% | +803.6% | +581.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling