+133.0%
ASX vs TGT
+84.6%
+48.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.8% | +5.1% | +3.1% |
| 7D | -9.1% | +5.5% | -14.7% | -8.3% |
| 30D | -23.6% | +6.0% | -29.6% | -22.6% |
| 3M | -5.6% | +8.0% | -13.6% | -4.1% |
| 6M | +4.7% | +32.3% | -27.6% | +6.7% |
| YTD | +122.6% | +71.3% | +51.3% | +123.6% |
| 1Y | +133.0% | +86.8% | +46.2% | +129.8% |
| All | +133.0% | +84.6% | +48.4% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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