+22.7%
C vs ASX
+126.1%
-103.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.6% | -6.2% | +1.0% |
| 7D | -0.9% | -12.3% | +11.4% | +0.8% |
| 30D | -5.4% | -26.0% | +20.6% | -1.4% |
| 3M | -9.2% | -8.1% | -1.1% | -8.9% |
| 6M | -1.8% | +1.4% | -3.2% | -4.8% |
| YTD | +6.7% | +115.6% | -108.9% | -12.6% |
| All | +22.7% | +126.1% | -103.4% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling