-0.3%
SPOT vs ASX
+144.4%
-144.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.9% | +8.5% | +4.0% |
| 7D | +16.6% | -14.6% | +31.2% | +14.0% |
| 30D | +29.9% | -21.1% | +51.0% | +26.9% |
| 3M | +31.3% | -3.1% | +34.3% | +30.7% |
| 6M | +43.2% | +17.4% | +25.8% | +38.6% |
| YTD | +8.1% | +135.3% | -127.2% | -1.2% |
| 1Y | -0.3% | +146.5% | -146.8% | -10.2% |
| All | -0.3% | +144.4% | -144.7% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling