+887.2%
ASX vs TAP
-48.8%
+936.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.2% |
| 7D | -9.1% | -4.5% | -4.6% | -8.4% |
| 30D | -23.6% | +7.5% | -31.1% | -24.9% |
| 3M | -5.6% | -4.9% | -0.7% | -5.3% |
| 6M | +4.7% | -3.5% | +8.2% | +4.0% |
| YTD | +122.6% | -11.4% | +134.0% | +124.5% |
| 1Y | +133.0% | -10.8% | +143.8% | +134.4% |
| 3Y | +367.1% | -24.5% | +391.6% | +382.1% |
| 5Y | +504.7% | +2.5% | +502.3% | +461.2% |
| 10Y | +887.2% | -47.6% | +934.8% | +897.4% |
| All | +887.2% | -48.8% | +936.1% | +897.4% |
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