+2,575.4%
SOXX vs ASX
+7,620.7%
-5,045.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.9% | -0.8% |
| 7D | +6.1% | +11.1% | -5.0% | +1.3% |
| 30D | +0.5% | +9.6% | -9.1% | -3.6% |
| 3M | -5.3% | +18.6% | -23.9% | -12.1% |
| 6M | +58.3% | +92.1% | -33.8% | +19.9% |
| YTD | +76.8% | +158.5% | -81.6% | +18.0% |
| 1Y | +114.6% | +271.9% | -157.3% | +22.8% |
| 3Y | +229.6% | +465.2% | -235.6% | +59.9% |
| 5Y | +257.3% | +479.4% | -222.1% | +71.3% |
| 10Y | +1,583.2% | +992.0% | +591.3% | +506.9% |
| All | +2,575.4% | +7,620.7% | -5,045.3% | +203.7% |
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 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