+190.2%
B vs ASX
+856.9%
-666.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -1.6% | -0.7% | -0.9% | -1.5% |
| 30D | +9.4% | +2.0% | +7.4% | +8.9% |
| 3M | +5.0% | -1.3% | +6.3% | +4.1% |
| 6M | -3.5% | +71.4% | -75.0% | -13.9% |
| YTD | +4.5% | +135.3% | -130.9% | -11.8% |
| 1Y | +67.8% | +267.5% | -199.7% | +31.1% |
| 3Y | +196.7% | +388.5% | -191.8% | +117.6% |
| 5Y | +151.9% | +417.1% | -265.2% | +78.8% |
| All | +190.2% | +856.9% | -666.7% | +67.8% |
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