+2,415.2%
ASX vs XRT
+540.1%
+1,875.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.8% | -17.9% | -19.1% |
| 7D | -33.3% | +2.3% | -35.6% | -34.1% |
| 30D | -36.5% | +9.8% | -46.3% | -40.2% |
| 3M | -19.2% | -0.2% | -19.0% | -19.8% |
| 6M | -10.2% | +8.4% | -18.6% | -15.4% |
| YTD | +86.5% | +7.5% | +78.9% | +76.4% |
| 1Y | +89.6% | +13.2% | +76.5% | +73.6% |
| 3Y | +298.6% | +52.0% | +246.6% | +202.2% |
| 5Y | +414.3% | -3.2% | +417.4% | +401.7% |
| 10Y | +711.1% | +157.1% | +554.0% | +292.1% |
| All | +2,415.2% | +540.1% | +1,875.2% | +453.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling