+748.4%
ASX vs TAP
-49.3%
+797.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +7.2% |
| 7D | -19.9% | +0.5% | -20.4% | -20.1% |
| 30D | -30.9% | +9.1% | -40.0% | -32.3% |
| 3M | -15.1% | -3.8% | -11.3% | -15.0% |
| 6M | -6.5% | -3.4% | -3.0% | -7.1% |
| YTD | +98.4% | -10.6% | +109.1% | +99.9% |
| 1Y | +107.9% | -4.4% | +112.3% | +105.5% |
| 3Y | +325.3% | -24.4% | +349.6% | +339.3% |
| 5Y | +447.3% | +2.1% | +445.2% | +408.8% |
| All | +748.4% | -49.3% | +797.7% | +799.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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