+985.8%
ASX vs TAP
-46.0%
+1,031.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.2% | -5.3% | -2.6% |
| 7D | +12.4% | +1.3% | +11.1% | +12.1% |
| 30D | -19.8% | +5.7% | -25.5% | -20.9% |
| 3M | -10.3% | -1.9% | -8.4% | -10.6% |
| 6M | +1.2% | +0.9% | +0.3% | -0.4% |
| YTD | +123.0% | -9.5% | +132.5% | +124.1% |
| 1Y | +145.4% | -9.0% | +154.4% | +146.1% |
| 3Y | +368.6% | -22.2% | +390.9% | +380.6% |
| 5Y | +486.0% | +1.2% | +484.8% | +447.4% |
| All | +985.8% | -46.0% | +1,031.8% | +959.9% |
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