+77.5%
SO vs ASX
+503.8%
-426.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.6% | -1.6% |
| 7D | -0.9% | +22.1% | -23.0% | -0.4% |
| 30D | +4.9% | -23.8% | +28.7% | +4.5% |
| 3M | +0.8% | -7.6% | +8.4% | +0.7% |
| 6M | +0.6% | +6.9% | -6.4% | +0.8% |
| YTD | +8.7% | +127.7% | -119.0% | +9.0% |
| 1Y | +4.0% | +144.5% | -140.6% | +4.3% |
| 3Y | +50.6% | +377.8% | -327.2% | +46.9% |
| 5Y | +77.5% | +498.2% | -420.7% | +65.7% |
| All | +77.5% | +503.8% | -426.3% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling