+200.5%
B vs ASX
+849.3%
-648.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.6% | -4.4% | +2.7% |
| 7D | +11.3% | -12.3% | +23.6% | +13.2% |
| 30D | +2.9% | -26.0% | +28.9% | +7.8% |
| 3M | -2.9% | -8.1% | +5.2% | -2.6% |
| 6M | -1.2% | +1.4% | -2.6% | -3.8% |
| YTD | -1.3% | +115.6% | -116.9% | -16.1% |
| 1Y | +30.4% | +128.0% | -97.6% | +9.7% |
| 3Y | +195.3% | +371.4% | -176.1% | +116.8% |
| 5Y | +146.2% | +469.4% | -323.2% | +71.6% |
| 10Y | +200.5% | +842.6% | -642.2% | +67.0% |
| All | +200.5% | +849.3% | -648.8% | +67.0% |
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