+72.1%
F vs ASX
+1,030.8%
-958.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.6% | -6.8% | -2.0% |
| 7D | -2.1% | +0.8% | -3.0% | -3.4% |
| 30D | +3.3% | -20.4% | +23.8% | +8.1% |
| 3M | -11.3% | -2.1% | -9.2% | -13.5% |
| 6M | +5.3% | +8.2% | -2.9% | -3.0% |
| YTD | -2.2% | +137.3% | -139.5% | -30.8% |
| 1Y | -3.5% | +155.0% | -158.6% | -33.4% |
| 3Y | +49.5% | +397.9% | -348.4% | -22.0% |
| 5Y | -13.5% | +529.2% | -542.8% | -59.5% |
| All | +72.1% | +1,030.8% | -958.7% | -35.9% |
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