+415.3%
ASX vs TAP
+2.0%
+413.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +6.4% |
| 7D | -19.9% | +0.5% | -20.4% | -19.9% |
| 30D | -30.9% | +9.1% | -40.0% | -31.1% |
| 3M | -15.1% | -3.8% | -11.3% | -14.8% |
| 6M | -6.5% | -3.4% | -3.0% | -6.3% |
| YTD | +98.4% | -10.6% | +109.1% | +100.6% |
| 1Y | +107.9% | -4.4% | +112.3% | +107.4% |
| 3Y | +325.3% | -24.4% | +349.6% | +339.8% |
| All | +415.3% | +2.0% | +413.4% | +380.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling