+11.7%
GS vs ASX
+94.3%
-82.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -20.8% | +14.4% | -1.6% |
| 7D | -6.3% | -33.3% | +27.0% | +2.1% |
| 30D | -3.1% | -36.5% | +33.3% | +6.4% |
| 3M | -17.7% | -19.2% | +1.5% | -14.7% |
| 6M | -4.6% | -10.2% | +5.7% | -5.9% |
| YTD | +0.3% | +86.5% | -86.1% | -24.1% |
| 1Y | +11.7% | +89.6% | -77.9% | -16.0% |
| All | +11.7% | +94.3% | -82.6% | -16.0% |
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