+1.1%
PEP vs ASX
+235.9%
-234.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.6% |
| 7D | -1.4% | -0.7% | -0.7% | -1.5% |
| 30D | +0.2% | +2.0% | -1.8% | +0.6% |
| 3M | -1.1% | -1.3% | +0.2% | -0.7% |
| 6M | -13.5% | +71.4% | -84.9% | -9.7% |
| YTD | -1.2% | +135.3% | -136.5% | +9.0% |
| All | +1.1% | +235.9% | -234.8% | +22.0% |
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 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