-98.3%
DFNS vs ASX
+256.3%
-354.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.1% | -6.9% | -2.7% |
| 7D | +0.8% | +6.3% | -5.5% | -1.2% |
| 30D | -73.2% | +6.4% | -79.6% | -73.6% |
| 3M | -72.4% | +13.1% | -85.6% | -72.7% |
| 6M | -95.2% | +90.3% | -185.5% | -96.3% |
| YTD | -98.0% | +149.6% | -247.6% | -98.7% |
| 1Y | -98.3% | +249.2% | -347.4% | -99.2% |
| All | -98.3% | +256.3% | -354.6% | -99.2% |
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