+216.5%
AZN vs ASX
+964.2%
-747.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | -1.6% | +5.2% | -6.8% | -2.1% |
| 30D | +1.1% | +0.5% | +0.6% | +0.8% |
| 3M | -12.1% | +8.3% | -20.5% | -13.8% |
| 6M | -17.1% | +82.0% | -99.2% | -24.7% |
| YTD | -12.0% | +147.6% | -159.6% | -23.4% |
| 1Y | -0.2% | +258.8% | -259.1% | -17.7% |
| 3Y | +26.8% | +452.1% | -425.3% | -3.9% |
| 5Y | +56.9% | +441.7% | -384.8% | +16.7% |
| All | +216.5% | +964.2% | -747.7% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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