-11.4%
F vs ASX
+414.3%
-425.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -20.8% | +19.7% | +4.4% |
| 7D | +1.4% | -33.3% | +34.7% | +12.0% |
| 30D | +2.0% | -36.5% | +38.5% | +13.6% |
| 3M | -10.4% | -19.2% | +8.8% | -8.1% |
| 6M | +9.7% | -10.2% | +19.9% | +5.2% |
| YTD | -1.2% | +86.5% | -87.6% | -28.0% |
| 1Y | 0.0% | +89.6% | -89.6% | -27.7% |
| 3Y | +41.1% | +298.6% | -257.5% | -31.2% |
| 5Y | -11.4% | +414.3% | -425.7% | -63.4% |
| All | -11.4% | +414.3% | -425.7% | -63.4% |
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