+107.9%
ASX vs TAP
-6.0%
+113.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +4.2% |
| 7D | -19.9% | +0.5% | -20.4% | -19.4% |
| 30D | -30.9% | +9.1% | -40.0% | -27.3% |
| 3M | -15.1% | -3.8% | -11.3% | -14.4% |
| 6M | -6.5% | -3.4% | -3.0% | -3.8% |
| YTD | +98.4% | -10.6% | +109.1% | +104.8% |
| 1Y | +107.9% | -4.4% | +112.3% | +114.3% |
| All | +107.9% | -6.0% | +113.8% | +114.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling