+264.0%
SPOT vs ASX
+688.5%
-424.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | -0.9% | -0.7% | -0.2% | -0.8% |
| 30D | +12.5% | +2.0% | +10.5% | +11.3% |
| 3M | +9.9% | -1.3% | +11.2% | +6.6% |
| 6M | +1.6% | +71.4% | -69.9% | -18.3% |
| YTD | -6.6% | +135.3% | -141.9% | -33.0% |
| 1Y | -22.9% | +267.5% | -290.4% | -53.1% |
| 3Y | +244.3% | +388.5% | -144.2% | +83.5% |
| 5Y | +117.8% | +417.1% | -299.3% | +7.7% |
| All | +264.0% | +688.5% | -424.4% | +43.3% |
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