+154.5%
SO vs ASX
+856.9%
-702.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.8% |
| 7D | -0.2% | -0.7% | +0.6% | -0.1% |
| 30D | -4.6% | +2.0% | -6.6% | -4.7% |
| 3M | -3.0% | -1.3% | -1.7% | -3.6% |
| 6M | -8.3% | +71.4% | -79.7% | -13.1% |
| YTD | +3.5% | +135.3% | -131.8% | -4.9% |
| 1Y | -0.9% | +267.5% | -268.4% | -13.0% |
| 3Y | +45.4% | +388.5% | -343.1% | +20.7% |
| 5Y | +59.6% | +417.1% | -357.5% | +29.1% |
| All | +154.5% | +856.9% | -702.3% | +72.3% |
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