-6.1%
F vs ASX
+137.8%
-143.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.3% |
| 7D | -3.1% | +12.4% | -15.5% | -4.3% |
| 30D | 0.0% | -19.8% | +19.8% | +2.0% |
| 3M | -13.2% | -10.3% | -2.9% | -13.3% |
| 6M | -10.2% | +1.2% | -11.4% | -15.3% |
| YTD | -4.9% | +123.0% | -128.0% | -25.2% |
| 1Y | -6.1% | +145.4% | -151.5% | -28.1% |
| All | -6.1% | +137.8% | -143.9% | -28.1% |
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