+14.5%
GS vs ASX
+138.6%
-124.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | -0.3% |
| 7D | +1.6% | -9.1% | +10.7% | +3.2% |
| 30D | +1.7% | -23.6% | +25.2% | +7.0% |
| 3M | -11.6% | -5.6% | -6.0% | -11.7% |
| 6M | -1.9% | +4.7% | -6.6% | -6.7% |
| YTD | +5.1% | +122.6% | -117.5% | -25.4% |
| All | +14.5% | +138.6% | -124.1% | -22.0% |
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