+3,759.0%
FIX vs ASX
+999.3%
+2,759.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.6% | -1.6% | +2.0% |
| 7D | +6.4% | +0.8% | +5.6% | +5.6% |
| 30D | -29.1% | -20.4% | -8.7% | -21.7% |
| 3M | -31.1% | -2.1% | -29.0% | -31.1% |
| 6M | -42.8% | +8.2% | -51.0% | -45.8% |
| YTD | +24.6% | +137.3% | -112.6% | -15.4% |
| 1Y | +21.9% | +155.0% | -133.1% | -19.6% |
| 3Y | +524.9% | +397.9% | +127.0% | +215.4% |
| 5Y | +1,092.2% | +529.2% | +563.0% | +437.1% |
| 10Y | +3,759.0% | +1,007.5% | +2,751.5% | +1,221.9% |
| All | +3,759.0% | +999.3% | +2,759.8% | +1,221.9% |
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