+1,008.4%
ASX vs XRT
+135.4%
+873.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -3.0% |
| 7D | +22.1% | -0.4% | +22.5% | +22.5% |
| 30D | -23.8% | +7.5% | -31.3% | -27.0% |
| 3M | -7.6% | +2.3% | -10.0% | -9.4% |
| 6M | +6.9% | +12.8% | -5.9% | -0.9% |
| YTD | +127.7% | +7.1% | +120.6% | +117.1% |
| 1Y | +144.5% | +12.3% | +132.3% | +126.7% |
| 3Y | +377.8% | +57.0% | +320.8% | +264.7% |
| 5Y | +498.2% | -4.3% | +502.5% | +476.9% |
| All | +1,008.4% | +135.4% | +873.0% | +502.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling