-58.6%
C vs ASX
+2,764.3%
-2,822.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -20.8% | +15.7% | +1.3% |
| 7D | -5.3% | -33.3% | +28.0% | +6.3% |
| 30D | -7.3% | -36.5% | +29.1% | +5.0% |
| 3M | -13.5% | -19.2% | +5.7% | -9.7% |
| 6M | -6.5% | -10.2% | +3.7% | -8.0% |
| YTD | +3.6% | +86.5% | -82.8% | -20.0% |
| 1Y | +18.9% | +89.6% | -70.7% | -8.9% |
| 3Y | +205.0% | +298.6% | -93.6% | +77.7% |
| 5Y | +109.4% | +414.3% | -304.9% | +9.0% |
| 10Y | +232.9% | +711.1% | -478.2% | +40.1% |
| All | -58.6% | +2,764.3% | -2,822.8% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling