+164.3%
EWY vs ASX
+272.9%
-108.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | +4.8% | -0.7% | +5.5% | +5.3% |
| 30D | +11.7% | +2.0% | +9.7% | +10.0% |
| 3M | -7.4% | -1.3% | -6.1% | -6.9% |
| 6M | +40.6% | +71.4% | -30.9% | +1.8% |
| YTD | +94.3% | +135.3% | -41.1% | +24.2% |
| 1Y | +164.3% | +267.5% | -103.2% | +49.4% |
| All | +164.3% | +272.9% | -108.6% | +49.4% |
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