+21.0%
F vs ASX
+2,764.3%
-2,743.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -20.8% | +19.7% | +4.2% |
| 7D | +1.4% | -33.3% | +34.7% | +11.5% |
| 30D | +2.0% | -36.5% | +38.5% | +12.9% |
| 3M | -10.4% | -19.2% | +8.8% | -7.7% |
| 6M | +9.7% | -10.2% | +19.9% | +7.6% |
| YTD | -1.2% | +86.5% | -87.6% | -21.1% |
| 1Y | 0.0% | +89.6% | -89.6% | -20.6% |
| 3Y | +41.1% | +298.6% | -257.5% | -11.7% |
| 5Y | -11.4% | +414.3% | -425.7% | -48.9% |
| 10Y | +85.0% | +711.1% | -626.1% | -11.2% |
| All | +21.0% | +2,764.3% | -2,743.3% | -68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling