+116.2%
B vs ASX
+538.6%
-422.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.6% | -8.2% | -2.9% |
| 7D | -2.7% | +0.8% | -3.5% | -3.6% |
| 30D | -4.3% | -20.4% | +16.1% | -0.7% |
| 3M | -2.3% | -2.1% | -0.1% | -3.3% |
| 6M | -16.2% | +8.2% | -24.4% | -20.1% |
| YTD | -8.8% | +137.3% | -146.1% | -26.3% |
| 1Y | +11.4% | +155.0% | -143.7% | -11.3% |
| 3Y | +174.3% | +397.9% | -223.7% | +89.4% |
| 5Y | +116.2% | +529.2% | -413.1% | +34.2% |
| All | +116.2% | +538.6% | -422.4% | +34.2% |
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