+10,374.7%
STX vs ASX
+6,197.4%
+4,177.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +6.6% | +3.4% | +7.5% |
| 7D | -1.0% | +0.8% | -1.8% | -1.1% |
| 30D | -26.8% | -20.4% | -6.3% | -20.0% |
| 3M | -32.7% | -2.1% | -30.6% | -32.0% |
| 6M | -33.7% | +8.2% | -42.0% | -35.7% |
| YTD | +101.0% | +137.3% | -36.3% | +48.5% |
| 1Y | +92.7% | +155.0% | -62.3% | +39.1% |
| 3Y | +708.7% | +397.9% | +310.8% | +355.5% |
| 5Y | +504.0% | +529.2% | -25.2% | +209.9% |
| 10Y | +2,108.4% | +1,007.5% | +1,100.8% | +784.5% |
| All | +10,374.7% | +6,197.4% | +4,177.2% | +1,949.5% |
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