+995.6%
GS vs ASX
+2,764.3%
-1,768.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -20.8% | +14.4% | -0.8% |
| 7D | -6.3% | -33.3% | +27.0% | +3.8% |
| 30D | -3.1% | -36.5% | +33.3% | +8.2% |
| 3M | -17.7% | -19.2% | +1.5% | -14.2% |
| 6M | -4.6% | -10.2% | +5.7% | -5.1% |
| YTD | +0.3% | +86.5% | -86.1% | -19.0% |
| 1Y | +11.7% | +89.6% | -77.9% | -10.3% |
| 3Y | +183.6% | +298.6% | -115.0% | +80.9% |
| 5Y | +141.0% | +414.3% | -273.3% | +39.7% |
| 10Y | +507.4% | +711.1% | -203.6% | +193.0% |
| All | +995.6% | +2,764.3% | -1,768.6% | +198.5% |
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 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