+1,345.2%
SO vs ASX
+3,515.0%
-2,169.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.4% |
| 6M | -8.3% | +71.4% | -79.7% | -11.9% |
| YTD | +3.5% | +135.3% | -131.8% | -2.6% |
| 1Y | -0.9% | +267.5% | -268.4% | -9.6% |
| 3Y | +45.4% | +388.5% | -343.1% | +28.6% |
| 5Y | +59.6% | +417.1% | -357.5% | +39.1% |
| 10Y | +156.6% | +872.7% | -716.1% | +109.4% |
| All | +1,345.2% | +3,515.0% | -2,169.9% | +1,012.9% |
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