+1,527.5%
META vs ASX
+1,759.9%
-232.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +6.7% | -0.7% | +7.4% | +6.9% |
| 30D | +4.8% | +2.0% | +2.8% | +4.0% |
| 3M | -1.6% | -1.3% | -0.3% | -3.7% |
| 6M | -7.5% | +71.4% | -78.9% | -24.7% |
| YTD | -6.4% | +135.3% | -141.7% | -31.6% |
| 1Y | -17.3% | +267.5% | -284.8% | -48.4% |
| 3Y | +109.9% | +388.5% | -278.6% | +16.5% |
| 5Y | +65.4% | +417.1% | -351.7% | -12.4% |
| 10Y | +391.8% | +872.7% | -480.9% | +113.2% |
| All | +1,527.5% | +1,759.9% | -232.4% | +607.3% |
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