+220.1%
C vs ASX
+849.3%
-629.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.6% | -6.2% | -0.2% |
| 7D | -0.9% | -12.3% | +11.4% | +2.3% |
| 30D | -5.4% | -26.0% | +20.6% | +2.1% |
| 3M | -9.2% | -8.1% | -1.1% | -9.0% |
| 6M | -1.8% | +1.4% | -3.2% | -7.5% |
| YTD | +6.7% | +115.6% | -108.9% | -23.3% |
| 1Y | +23.5% | +128.0% | -104.5% | -13.0% |
| 3Y | +219.8% | +371.4% | -151.6% | +66.0% |
| 5Y | +112.4% | +469.4% | -357.0% | -1.2% |
| 10Y | +220.1% | +842.6% | -622.6% | +10.0% |
| All | +220.1% | +849.3% | -629.2% | +10.0% |
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