+24,623.8%
FIX vs ASX
+2,764.3%
+21,859.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -20.8% | +9.2% | -5.5% |
| 7D | -27.2% | -33.3% | +6.0% | -18.2% |
| 30D | -46.9% | -36.5% | -10.5% | -39.5% |
| 3M | -44.4% | -19.2% | -25.2% | -41.0% |
| 6M | -50.9% | -10.2% | -40.7% | -49.5% |
| YTD | +3.5% | +86.5% | -82.9% | -12.5% |
| 1Y | -2.1% | +89.6% | -91.7% | -17.6% |
| 3Y | +418.7% | +298.6% | +120.1% | +261.0% |
| 5Y | +894.6% | +414.3% | +480.3% | +537.8% |
| 10Y | +3,465.5% | +711.1% | +2,754.4% | +1,861.7% |
| All | +24,623.8% | +2,764.3% | +21,859.5% | +7,419.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling