+218.3%
C vs ASX
+999.3%
-781.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.6% | -5.0% | -0.4% |
| 7D | -0.4% | +0.8% | -1.3% | -1.5% |
| 30D | -5.3% | -20.4% | +15.1% | -0.1% |
| 3M | -8.0% | -2.1% | -5.9% | -9.6% |
| 6M | -0.3% | +8.2% | -8.5% | -7.8% |
| YTD | +8.6% | +137.3% | -128.6% | -24.2% |
| 1Y | +25.8% | +155.0% | -129.2% | -14.5% |
| 3Y | +221.2% | +397.9% | -176.8% | +64.1% |
| 5Y | +113.6% | +529.2% | -415.7% | -3.8% |
| 10Y | +218.3% | +1,007.5% | -789.2% | +7.1% |
| All | +218.3% | +999.3% | -781.0% | +7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling