+40.0%
HLT vs ASX
+94.3%
-54.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -20.8% | +18.9% | -1.0% |
| 7D | +3.6% | -33.3% | +36.8% | +5.1% |
| 30D | +14.6% | -36.5% | +51.0% | +16.5% |
| 3M | +13.9% | -19.2% | +33.1% | +14.3% |
| 6M | +18.3% | -10.2% | +28.5% | +15.4% |
| YTD | +28.9% | +86.5% | -57.6% | +14.6% |
| 1Y | +40.0% | +89.6% | -49.6% | +25.0% |
| All | +40.0% | +94.3% | -54.3% | +25.0% |
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