+432.3%
ASX vs TAP
+2.2%
+430.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -0.7% | -2.3% | +1.6% | -0.6% |
| 30D | +2.0% | -2.1% | +4.1% | +2.1% |
| 3M | -1.3% | +6.6% | -7.9% | -2.4% |
| 6M | +71.4% | -11.5% | +82.9% | +73.7% |
| YTD | +135.3% | -10.3% | +145.6% | +137.5% |
| 1Y | +267.5% | -14.4% | +281.9% | +273.4% |
| 3Y | +388.5% | -28.3% | +416.8% | +411.1% |
| All | +432.3% | +2.2% | +430.1% | +401.9% |
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