+1,414.5%
SO vs ASX
+2,948.3%
-1,533.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.4% | -7.5% | -1.4% |
| 7D | -1.5% | -19.9% | +18.5% | -0.4% |
| 30D | +8.1% | -30.9% | +39.0% | +9.9% |
| 3M | +0.2% | -15.1% | +15.3% | +0.6% |
| 6M | +0.4% | -6.5% | +6.9% | -0.4% |
| YTD | +8.5% | +98.4% | -89.9% | +2.5% |
| 1Y | +4.9% | +107.9% | -102.9% | -1.2% |
| 3Y | +47.9% | +325.3% | -277.4% | +31.2% |
| 5Y | +75.7% | +447.3% | -371.6% | +51.5% |
| 10Y | +178.0% | +763.2% | -585.2% | +127.3% |
| All | +1,414.5% | +2,948.3% | -1,533.8% | +1,071.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling