+113.6%
C vs ASX
+538.6%
-425.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.6% | -5.0% | -0.1% |
| 7D | -0.4% | +0.8% | -1.3% | -1.3% |
| 30D | -5.3% | -20.4% | +15.1% | -0.8% |
| 3M | -8.0% | -2.1% | -5.9% | -9.3% |
| 6M | -0.3% | +8.2% | -8.5% | -6.8% |
| YTD | +8.6% | +137.3% | -128.6% | -21.4% |
| 1Y | +25.8% | +155.0% | -129.2% | -11.2% |
| 3Y | +221.2% | +397.9% | -176.8% | +72.6% |
| 5Y | +113.6% | +529.2% | -415.7% | -0.3% |
| All | +113.6% | +538.6% | -425.0% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling