+3,676.0%
STX vs ASX
+918.4%
+2,757.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.1% | +0.4% | +3.7% |
| 7D | +10.7% | +6.3% | +4.4% | +7.7% |
| 30D | +11.3% | +6.4% | +4.9% | +8.4% |
| 3M | +3.2% | +13.1% | -9.9% | -2.4% |
| 6M | +157.0% | +90.3% | +66.7% | +93.8% |
| YTD | +229.2% | +149.6% | +79.6% | +121.3% |
| 1Y | +381.8% | +249.2% | +132.7% | +182.7% |
| 3Y | +1,383.2% | +445.9% | +937.3% | +605.0% |
| 5Y | +1,144.9% | +477.7% | +667.1% | +459.1% |
| 10Y | +3,676.0% | +913.4% | +2,762.6% | +1,166.7% |
| All | +3,676.0% | +918.4% | +2,757.7% | +1,166.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling