+157.6%
B vs ASX
+429.3%
-271.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -1.6% | -0.7% | -0.9% | -1.5% |
| 30D | +9.4% | +2.0% | +7.4% | +8.8% |
| 3M | +5.0% | -1.3% | +6.3% | +4.0% |
| 6M | -3.5% | +71.4% | -75.0% | -15.0% |
| YTD | +4.5% | +135.3% | -130.9% | -13.3% |
| 1Y | +67.8% | +267.5% | -199.7% | +28.1% |
| 3Y | +196.7% | +388.5% | -191.8% | +112.7% |
| All | +157.6% | +429.3% | -271.7% | +67.9% |
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