+4.9%
PEP vs ASX
+92.9%
-88.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -20.8% | +21.0% | -1.9% |
| 7D | +6.7% | -33.3% | +40.0% | +2.5% |
| 30D | +13.5% | -36.5% | +50.0% | +8.9% |
| 3M | +3.9% | -19.2% | +23.1% | +2.4% |
| 6M | -6.0% | -10.2% | +4.2% | -6.9% |
| YTD | +2.5% | +86.5% | -84.0% | +4.0% |
| All | +4.9% | +92.9% | -88.0% | +6.9% |
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 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