+44.5%
F vs ASX
+298.6%
-254.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -20.8% | +19.7% | +2.1% |
| 7D | +1.4% | -33.3% | +34.7% | +7.4% |
| 30D | +2.0% | -36.5% | +38.5% | +8.7% |
| 3M | -10.4% | -19.2% | +8.8% | -9.1% |
| 6M | +9.7% | -10.2% | +19.9% | +6.6% |
| YTD | -1.2% | +86.5% | -87.6% | -18.7% |
| 1Y | 0.0% | +89.6% | -89.6% | -18.1% |
| All | +44.5% | +298.6% | -254.1% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling