+913.4%
ASX vs Z
-7.0%
+920.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.4% | +12.5% | +7.4% |
| 7D | +6.3% | -3.3% | +9.6% | +6.9% |
| 30D | +6.4% | -3.7% | +10.1% | +6.7% |
| 3M | +13.1% | -7.0% | +20.1% | +13.3% |
| 6M | +90.3% | -29.5% | +119.8% | +101.9% |
| YTD | +149.6% | -52.6% | +202.2% | +186.6% |
| 1Y | +249.2% | -64.0% | +313.2% | +324.4% |
| 3Y | +445.9% | -36.4% | +482.3% | +463.2% |
| 5Y | +477.7% | -65.8% | +543.5% | +533.4% |
| 10Y | +913.4% | -5.8% | +919.2% | +739.2% |
| All | +913.4% | -7.0% | +920.3% | +739.2% |
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