+146.5%
ASX vs ZYBT
-42.3%
+188.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.2% | -3.9% |
| 7D | -14.6% | -3.5% | -11.1% | -14.6% |
| 30D | -21.1% | +15.1% | -36.2% | -21.0% |
| 3M | -3.1% | +7.0% | -10.1% | -2.8% |
| 6M | +17.4% | +37.7% | -20.3% | +23.6% |
| YTD | +135.3% | +19.1% | +116.2% | +142.5% |
| 1Y | +146.5% | -38.3% | +184.8% | +144.8% |
| All | +146.5% | -42.3% | +188.8% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling