+432.3%
ASX vs XRT
-1.0%
+433.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.4% |
| 7D | -0.7% | +0.8% | -1.5% | -1.2% |
| 30D | +2.0% | -4.2% | +6.2% | +4.6% |
| 3M | -1.3% | +5.1% | -6.4% | -5.1% |
| 6M | +71.4% | +2.4% | +69.0% | +68.0% |
| YTD | +135.3% | +3.2% | +132.1% | +128.8% |
| 1Y | +267.5% | +1.5% | +266.0% | +259.5% |
| 3Y | +388.5% | +40.6% | +347.9% | +279.9% |
| All | +432.3% | -1.0% | +433.3% | +378.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling