+186.7%
B vs ASX
+754.3%
-567.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -5.9% | -0.6% |
| 7D | +9.6% | -19.9% | +29.5% | +13.4% |
| 30D | +3.5% | -30.9% | +34.4% | +9.7% |
| 3M | -1.6% | -15.1% | +13.5% | +0.1% |
| 6M | -1.7% | -6.5% | +4.8% | -2.8% |
| YTD | -5.3% | +98.4% | -103.8% | -18.3% |
| 1Y | +27.2% | +107.9% | -80.6% | +8.8% |
| 3Y | +166.1% | +325.3% | -159.2% | +99.0% |
| 5Y | +136.5% | +447.3% | -310.8% | +66.3% |
| All | +186.7% | +754.3% | -567.6% | +65.0% |
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