-4.4%
ON vs ASX
+324.2%
-328.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -6.0% | -3.9% |
| 7D | -11.7% | -19.9% | +8.3% | +1.5% |
| 30D | -23.3% | -30.9% | +7.6% | -3.9% |
| 3M | -19.2% | -15.1% | -4.1% | -13.8% |
| 6M | -40.1% | -6.5% | -33.7% | -40.8% |
| YTD | +16.9% | +98.4% | -81.5% | -33.7% |
| 1Y | +29.7% | +107.9% | -78.1% | -29.0% |
| 3Y | -4.4% | +325.3% | -329.7% | -74.9% |
| All | -4.4% | +324.2% | -328.6% | -74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling