+186.8%
SO vs ASX
+849.3%
-662.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.6% | -7.3% | +0.9% |
| 7D | -1.1% | -12.3% | +11.2% | -0.6% |
| 30D | +8.6% | -26.0% | +34.6% | +10.1% |
| 3M | +1.8% | -8.1% | +9.9% | +1.7% |
| 6M | +3.6% | +1.4% | +2.2% | +2.0% |
| YTD | +9.9% | +115.6% | -105.6% | +1.2% |
| 1Y | +5.7% | +128.0% | -122.3% | -3.2% |
| 3Y | +52.5% | +371.4% | -318.9% | +26.3% |
| 5Y | +77.3% | +469.4% | -392.1% | +39.9% |
| 10Y | +186.8% | +842.6% | -655.9% | +92.8% |
| All | +186.8% | +849.3% | -662.5% | +92.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling