-0.8%
F vs ASX
+105.3%
-106.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -1.4% |
| 7D | +1.6% | -19.9% | +21.5% | +3.6% |
| 30D | +2.6% | -30.9% | +33.5% | +6.3% |
| 3M | -8.8% | -15.1% | +6.3% | -8.8% |
| 6M | +4.6% | -6.5% | +11.1% | -0.9% |
| YTD | -1.9% | +98.4% | -100.3% | -20.4% |
| 1Y | -0.8% | +107.9% | -108.6% | -20.7% |
| All | -0.8% | +105.3% | -106.1% | -20.7% |
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