+887.0%
ASX vs Z
+6.9%
+880.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.4% | +8.9% | +6.9% |
| 7D | -19.9% | -4.6% | -15.4% | -19.0% |
| 30D | -30.9% | +8.3% | -39.2% | -32.4% |
| 3M | -15.1% | -11.6% | -3.5% | -14.1% |
| 6M | -6.5% | -33.6% | +27.2% | -0.3% |
| YTD | +98.4% | -56.7% | +155.1% | +129.2% |
| 1Y | +107.9% | -59.1% | +167.0% | +142.6% |
| 3Y | +325.3% | -20.4% | +345.6% | +314.6% |
| 5Y | +447.3% | -55.3% | +502.6% | +473.8% |
| 10Y | +763.2% | -14.2% | +777.4% | +641.1% |
| All | +887.0% | +6.9% | +880.1% | +687.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling