+887.2%
ASX vs STT
+198.3%
+688.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.8% | +3.1% |
| 7D | -9.1% | +1.1% | -10.3% | -9.1% |
| 30D | -23.6% | -1.9% | -21.7% | -22.3% |
| 3M | -5.6% | -7.6% | +2.0% | -1.6% |
| 6M | +4.7% | +16.0% | -11.3% | -0.9% |
| YTD | +122.6% | +36.2% | +86.4% | +96.3% |
| 1Y | +133.0% | +46.8% | +86.2% | +99.1% |
| 3Y | +367.1% | +177.8% | +189.3% | +201.2% |
| 5Y | +504.7% | +105.8% | +398.9% | +326.3% |
| 10Y | +887.2% | +197.6% | +689.7% | +506.1% |
| All | +887.2% | +198.3% | +688.9% | +506.1% |
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