+3.7%
PEP vs ASX
+144.4%
-140.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.9% | +7.7% | +3.3% |
| 7D | +7.4% | -14.6% | +22.0% | +5.7% |
| 30D | +13.3% | -21.1% | +34.4% | +11.0% |
| 3M | +3.5% | -3.1% | +6.6% | +3.6% |
| 6M | -5.9% | +17.4% | -23.3% | -4.9% |
| YTD | +2.3% | +135.3% | -133.1% | +5.0% |
| 1Y | +3.7% | +146.5% | -142.8% | +6.8% |
| All | +3.7% | +144.4% | -140.7% | +6.8% |
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 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