+1,907.8%
STX vs ASX
+931.3%
+976.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.2% | -2.4% |
| 7D | -17.3% | -9.1% | -8.1% | -13.4% |
| 30D | -35.9% | -23.6% | -12.4% | -27.4% |
| 3M | -37.3% | -5.6% | -31.7% | -35.7% |
| 6M | -35.8% | +4.7% | -40.5% | -37.5% |
| YTD | +82.7% | +122.6% | -39.8% | +28.8% |
| 1Y | +71.6% | +133.0% | -61.4% | +18.8% |
| 3Y | +635.3% | +367.1% | +268.1% | +272.3% |
| 5Y | +483.8% | +504.7% | -21.0% | +160.7% |
| All | +1,907.8% | +931.3% | +976.6% | +559.2% |
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 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