+985.8%
ASX vs Z
-16.5%
+1,002.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.5% | -2.7% |
| 7D | +12.4% | +0.8% | +11.5% | +12.2% |
| 30D | -19.8% | +5.2% | -25.0% | -21.1% |
| 3M | -10.3% | -17.0% | +6.7% | -7.9% |
| 6M | +1.2% | -22.7% | +23.9% | +4.6% |
| YTD | +123.0% | -56.3% | +179.3% | +158.2% |
| 1Y | +145.4% | -57.7% | +203.1% | +185.6% |
| 3Y | +368.6% | -16.5% | +385.2% | +351.1% |
| 5Y | +486.0% | -53.4% | +539.4% | +509.0% |
| All | +985.8% | -16.5% | +1,002.2% | +816.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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