+2,793.8%
ASX vs TAP
+138.4%
+2,655.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.1% | -18.7% | -20.3% |
| 7D | -33.3% | +7.7% | -41.0% | -34.6% |
| 30D | -36.5% | +14.4% | -50.9% | -38.9% |
| 3M | -19.2% | +2.0% | -21.2% | -20.3% |
| 6M | -10.2% | +2.5% | -12.7% | -12.4% |
| YTD | +86.5% | -6.4% | +92.9% | +85.6% |
| 1Y | +89.6% | -2.3% | +91.9% | +86.2% |
| 3Y | +298.6% | -20.3% | +318.9% | +306.4% |
| 5Y | +414.3% | +6.9% | +407.4% | +373.0% |
| 10Y | +711.1% | -46.3% | +757.4% | +762.3% |
| All | +2,793.8% | +138.4% | +2,655.4% | +1,786.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling