-50.9%
FIX vs ASX
-9.2%
-41.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -20.8% | +9.2% | +0.4% |
| 7D | -27.2% | -33.3% | +6.0% | -8.8% |
| 30D | -46.9% | -36.5% | -10.5% | -31.9% |
| 3M | -44.4% | -19.2% | -25.2% | -38.3% |
| 6M | -50.9% | -10.2% | -40.7% | -48.5% |
| All | -50.9% | -9.2% | -41.7% | -48.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling