+138.0%
B vs ASX
+431.2%
-293.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -5.9% | -0.7% |
| 7D | +9.6% | -19.9% | +29.5% | +13.8% |
| 30D | +3.5% | -30.9% | +34.4% | +10.6% |
| 3M | -1.6% | -15.1% | +13.5% | +0.3% |
| 6M | -1.7% | -6.5% | +4.8% | -3.3% |
| YTD | -5.3% | +98.4% | -103.8% | -20.3% |
| 1Y | +27.2% | +107.9% | -80.6% | +5.9% |
| 3Y | +166.1% | +325.3% | -159.2% | +91.1% |
| All | +138.0% | +431.2% | -293.2% | +54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling