+206.6%
C vs ASX
+298.6%
-92.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -20.8% | +15.7% | -0.5% |
| 7D | -5.3% | -33.3% | +28.0% | +2.8% |
| 30D | -7.3% | -36.5% | +29.1% | +1.3% |
| 3M | -13.5% | -19.2% | +5.7% | -10.8% |
| 6M | -6.5% | -10.2% | +3.7% | -8.2% |
| YTD | +3.6% | +86.5% | -82.8% | -17.6% |
| 1Y | +18.9% | +89.6% | -70.7% | -6.1% |
| All | +206.6% | +298.6% | -92.0% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling