+352.5%
STX vs ASX
+235.9%
+116.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.2% |
| 7D | +2.4% | -0.7% | +3.1% | +2.8% |
| 30D | +1.4% | +2.0% | -0.6% | +0.3% |
| 3M | -8.2% | -1.3% | -6.9% | -8.3% |
| 6M | +127.0% | +71.4% | +55.6% | +49.3% |
| YTD | +209.1% | +135.3% | +73.8% | +55.4% |
| All | +352.5% | +235.9% | +116.6% | +85.7% |
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 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