+79.8%
F vs ASX
+754.3%
-674.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -2.5% |
| 7D | +1.6% | -19.9% | +21.5% | +6.9% |
| 30D | +2.6% | -30.9% | +33.5% | +11.7% |
| 3M | -8.8% | -15.1% | +6.3% | -7.4% |
| 6M | +4.6% | -6.5% | +11.1% | +0.3% |
| YTD | -1.9% | +98.4% | -100.3% | -26.8% |
| 1Y | -0.8% | +107.9% | -108.6% | -27.2% |
| 3Y | +43.5% | +325.3% | -281.8% | -21.5% |
| 5Y | -12.1% | +447.3% | -459.4% | -57.0% |
| All | +79.8% | +754.3% | -674.4% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling