+241.5%
SOXX vs ASX
+449.5%
-208.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.3% | +0.5% | -0.4% |
| 7D | +3.0% | +6.5% | -3.5% | -1.7% |
| 30D | -3.1% | +3.1% | -6.3% | -5.7% |
| 3M | -4.4% | +17.4% | -21.8% | -16.2% |
| 6M | +52.9% | +85.4% | -32.6% | -4.6% |
| YTD | +72.0% | +150.1% | -78.1% | -14.5% |
| 1Y | +105.1% | +256.3% | -151.2% | -22.3% |
| 3Y | +220.6% | +446.9% | -226.3% | -14.9% |
| All | +241.5% | +449.5% | -208.0% | -17.2% |
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