+561.8%
ON vs ASX
+918.4%
-356.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.1% | -10.5% | -8.9% |
| 7D | -2.2% | +6.3% | -8.5% | -6.8% |
| 30D | -12.4% | +6.4% | -18.8% | -17.0% |
| 3M | -41.2% | +13.1% | -54.4% | -47.1% |
| 6M | +25.0% | +90.3% | -65.3% | -23.3% |
| YTD | +31.3% | +149.6% | -118.4% | -34.6% |
| 1Y | +45.4% | +249.2% | -203.8% | -44.1% |
| 3Y | -27.4% | +445.9% | -473.3% | -80.5% |
| 5Y | +58.5% | +477.7% | -419.2% | -59.3% |
| 10Y | +561.8% | +913.4% | -351.6% | +7.0% |
| All | +561.8% | +918.4% | -356.5% | +7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling