+24.0%
B vs ASX
+126.1%
-102.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.6% | -4.4% | +2.4% |
| 7D | +11.3% | -12.3% | +23.6% | +13.6% |
| 30D | +2.9% | -26.0% | +28.9% | +9.3% |
| 3M | -2.9% | -8.1% | +5.2% | -2.7% |
| 6M | -1.2% | +1.4% | -2.6% | -6.9% |
| YTD | -1.3% | +115.6% | -116.9% | -23.5% |
| All | +24.0% | +126.1% | -102.1% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling