+53.9%
F vs ASX
+429.3%
-375.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.4% |
| 7D | +5.3% | -0.7% | +6.0% | +5.5% |
| 30D | +4.6% | +2.0% | +2.6% | +3.6% |
| 3M | -3.7% | -1.3% | -2.3% | -5.8% |
| 6M | +16.8% | +71.4% | -54.6% | -6.4% |
| YTD | +15.3% | +135.3% | -120.0% | -17.7% |
| 1Y | +31.0% | +267.5% | -236.5% | -21.5% |
| 3Y | +45.4% | +388.5% | -343.0% | -27.9% |
| All | +53.9% | +429.3% | -375.4% | -36.2% |
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