+13.8%
FIX vs ASX
+133.5%
-119.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -3.9% | -2.7% |
| 7D | -13.9% | -9.1% | -4.8% | -9.2% |
| 30D | -35.5% | -23.6% | -12.0% | -24.7% |
| 3M | -33.9% | -5.6% | -28.3% | -33.1% |
| 6M | -43.3% | +4.7% | -48.0% | -47.8% |
| YTD | +18.7% | +122.6% | -103.9% | -44.5% |
| 1Y | +13.8% | +133.0% | -119.2% | -48.3% |
| All | +13.8% | +133.5% | -119.7% | -48.3% |
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