+54.5%
SO vs ASX
+396.7%
-342.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.6% | -6.4% | +0.6% |
| 7D | +0.8% | +0.8% | -0.1% | +1.0% |
| 30D | +7.8% | -20.4% | +28.2% | +6.6% |
| 3M | +2.9% | -2.1% | +5.1% | +3.3% |
| 6M | +2.5% | +8.2% | -5.7% | +4.1% |
| YTD | +10.3% | +137.3% | -127.0% | +18.4% |
| 1Y | +6.4% | +155.0% | -148.6% | +14.8% |
| All | +54.5% | +396.7% | -342.2% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling