+45.4%
ON vs ASX
+256.3%
-210.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.1% | -10.5% | -8.6% |
| 7D | -2.2% | +6.3% | -8.5% | -6.6% |
| 30D | -12.4% | +6.4% | -18.8% | -16.8% |
| 3M | -41.2% | +13.1% | -54.4% | -46.4% |
| 6M | +25.0% | +90.3% | -65.3% | -17.1% |
| YTD | +31.3% | +149.6% | -118.4% | -26.0% |
| 1Y | +45.4% | +249.2% | -203.8% | -37.7% |
| All | +45.4% | +256.3% | -210.9% | -37.7% |
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