+3,553.2%
FIX vs ASX
+962.9%
+2,590.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.7% | -0.4% |
| 7D | +9.4% | +12.4% | -3.0% | +3.8% |
| 30D | -27.8% | -19.8% | -8.0% | -20.4% |
| 3M | -35.6% | -10.3% | -25.2% | -32.9% |
| 6M | -45.2% | +1.2% | -46.5% | -46.4% |
| YTD | +19.5% | +123.0% | -103.6% | -16.6% |
| 1Y | +24.2% | +145.4% | -121.2% | -16.7% |
| 3Y | +494.2% | +368.6% | +125.5% | +207.9% |
| 5Y | +1,036.1% | +486.0% | +550.1% | +427.3% |
| All | +3,553.2% | +962.9% | +2,590.3% | +1,175.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling