-15.1%
F vs ASX
+464.2%
-479.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.6% | -8.0% | -1.6% |
| 7D | -0.6% | -12.3% | +11.6% | +1.9% |
| 30D | +2.9% | -26.0% | +28.9% | +9.8% |
| 3M | -9.5% | -8.1% | -1.4% | -10.3% |
| 6M | +4.0% | +1.4% | +2.6% | -3.3% |
| YTD | -1.3% | +115.6% | -116.8% | -30.7% |
| 1Y | -1.9% | +128.0% | -130.0% | -32.7% |
| 3Y | +53.5% | +371.4% | -317.9% | -28.6% |
| 5Y | -15.1% | +469.4% | -484.6% | -65.3% |
| All | -15.1% | +464.2% | -479.3% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling