+546.8%
ON vs ASX
+985.1%
-438.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.2% | +3.0% |
| 7D | +17.0% | +22.1% | -5.1% | +1.2% |
| 30D | -3.9% | -23.8% | +19.9% | +13.4% |
| 3M | -11.5% | -7.6% | -3.9% | -10.6% |
| 6M | -29.2% | +6.9% | -36.1% | -36.2% |
| YTD | +36.2% | +127.7% | -91.5% | -30.6% |
| 1Y | +49.6% | +144.5% | -94.9% | -27.8% |
| 3Y | +9.4% | +377.8% | -368.4% | -69.2% |
| 5Y | +25.8% | +498.2% | -472.4% | -69.5% |
| All | +546.8% | +985.1% | -438.3% | -7.8% |
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