+122.9%
FIX vs ASX
+272.9%
-150.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +6.0% | -0.7% | +6.7% | +6.4% |
| 30D | -7.2% | +2.0% | -9.2% | -8.4% |
| 3M | -15.9% | -1.3% | -14.5% | -16.0% |
| 6M | +12.7% | +71.4% | -58.7% | -21.4% |
| YTD | +72.8% | +135.3% | -62.5% | +2.3% |
| 1Y | +122.9% | +267.5% | -144.6% | +14.6% |
| All | +122.9% | +272.9% | -150.0% | +14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling