+325.3%
ASX vs TAP
-23.7%
+349.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +5.6% |
| 7D | -19.9% | +0.5% | -20.4% | -19.7% |
| 30D | -30.9% | +9.1% | -40.0% | -29.6% |
| 3M | -15.1% | -3.8% | -11.3% | -14.7% |
| 6M | -6.5% | -3.4% | -3.0% | -5.5% |
| YTD | +98.4% | -10.6% | +109.1% | +101.0% |
| 1Y | +107.9% | -4.4% | +112.3% | +109.7% |
| 3Y | +325.3% | -24.4% | +349.6% | +338.0% |
| All | +325.3% | -23.7% | +349.0% | +338.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling