+325.3%
ASX vs STT
+165.4%
+159.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.3% |
| 7D | -19.9% | -2.5% | -17.4% | -18.1% |
| 30D | -30.9% | -5.0% | -25.9% | -28.0% |
| 3M | -15.1% | -10.5% | -4.6% | -8.8% |
| 6M | -6.5% | +10.0% | -16.5% | -9.6% |
| YTD | +98.4% | +30.7% | +67.8% | +75.1% |
| 1Y | +107.9% | +43.8% | +64.1% | +75.0% |
| 3Y | +325.3% | +168.1% | +157.2% | +151.1% |
| All | +325.3% | +165.4% | +159.9% | +151.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling