+948.1%
FIX vs ASX
+431.2%
+516.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.4% | -1.0% | +2.0% |
| 7D | -17.5% | -19.9% | +2.5% | -7.3% |
| 30D | -41.6% | -30.9% | -10.7% | -29.3% |
| 3M | -40.6% | -15.1% | -25.5% | -36.0% |
| 6M | -49.4% | -6.5% | -42.9% | -48.9% |
| YTD | +9.2% | +98.4% | -89.3% | -25.3% |
| 1Y | +6.5% | +107.9% | -101.4% | -28.7% |
| 3Y | +448.7% | +325.3% | +123.4% | +163.9% |
| All | +948.1% | +431.2% | +516.9% | +356.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling