+12.1%
GS vs ASX
+105.3%
-93.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.8% |
| 7D | -3.2% | -19.9% | +16.7% | +1.3% |
| 30D | -2.4% | -30.9% | +28.5% | +5.1% |
| 3M | -15.7% | -15.1% | -0.7% | -13.8% |
| 6M | -6.8% | -6.5% | -0.3% | -8.9% |
| YTD | -0.1% | +98.4% | -98.5% | -25.6% |
| 1Y | +12.1% | +107.9% | -95.8% | -18.4% |
| All | +12.1% | +105.3% | -93.2% | -18.4% |
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