+47.4%
SO vs ASX
+390.9%
-343.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.7% |
| 7D | -0.2% | -0.7% | +0.6% | -0.2% |
| 30D | -4.6% | +2.0% | -6.6% | -4.4% |
| 3M | -3.0% | -1.3% | -1.7% | -2.7% |
| 6M | -8.3% | +71.4% | -79.7% | -4.8% |
| YTD | +3.5% | +135.3% | -131.8% | +9.6% |
| 1Y | -0.9% | +267.5% | -268.4% | +7.8% |
| All | +47.4% | +390.9% | -343.5% | +53.0% |
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 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