+345.6%
B vs ASX
+3,515.0%
-3,169.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -1.6% | -0.7% | -0.9% | -1.5% |
| 30D | +9.4% | +2.0% | +7.4% | +9.1% |
| 3M | +5.0% | -1.3% | +6.3% | +4.5% |
| 6M | -3.5% | +71.4% | -75.0% | -9.9% |
| YTD | +4.5% | +135.3% | -130.9% | -5.8% |
| 1Y | +67.8% | +267.5% | -199.7% | +44.2% |
| 3Y | +196.7% | +388.5% | -191.8% | +145.2% |
| 5Y | +151.9% | +417.1% | -265.2% | +104.2% |
| 10Y | +202.2% | +872.7% | -670.6% | +124.5% |
| All | +345.6% | +3,515.0% | -3,169.4% | +195.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling