+588.0%
STX vs ASX
+324.2%
+263.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -4.9% |
| 7D | -28.5% | -19.9% | -8.6% | -18.7% |
| 30D | -42.9% | -30.9% | -12.0% | -29.6% |
| 3M | -45.9% | -15.1% | -30.8% | -40.9% |
| 6M | -41.3% | -6.5% | -34.8% | -39.8% |
| YTD | +67.9% | +98.4% | -30.5% | +16.6% |
| 1Y | +66.5% | +107.9% | -41.3% | +13.1% |
| 3Y | +588.0% | +325.3% | +262.7% | +225.9% |
| All | +588.0% | +324.2% | +263.8% | +225.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling