+576.2%
ON vs ASX
+3,515.0%
-2,938.8%
-92.5%
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 | +2.4% | -0.7% | +3.2% | +2.7% |
| 30D | -3.3% | +2.0% | -5.3% | -4.4% |
| 3M | -43.6% | -1.3% | -42.2% | -43.1% |
| 6M | +19.0% | +71.4% | -52.5% | -7.6% |
| YTD | +37.4% | +135.3% | -98.0% | -8.6% |
| 1Y | +54.8% | +267.5% | -212.7% | -17.2% |
| 3Y | -25.2% | +388.5% | -413.7% | -64.7% |
| 5Y | +62.7% | +417.1% | -354.4% | -23.6% |
| 10Y | +574.3% | +872.7% | -298.4% | +138.4% |
| All | +576.2% | +3,515.0% | -2,938.8% | -1.0% |
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 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