-52.1%
C vs ASX
+3,515.0%
-3,567.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +3.6% | -0.7% | +4.3% | +3.9% |
| 30D | +0.1% | +2.0% | -1.9% | -0.8% |
| 3M | +2.4% | -1.3% | +3.8% | +0.7% |
| 6M | +24.9% | +71.4% | -46.5% | +2.0% |
| YTD | +19.8% | +135.3% | -115.5% | -12.2% |
| 1Y | +44.9% | +267.5% | -222.6% | -8.9% |
| 3Y | +263.0% | +388.5% | -125.5% | +102.5% |
| 5Y | +129.5% | +417.1% | -287.6% | +21.5% |
| 10Y | +291.6% | +872.7% | -581.1% | +58.9% |
| All | -52.1% | +3,515.0% | -3,567.1% | -90.0% |
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 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