+9,423.5%
STX vs ASX
+5,807.8%
+3,615.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.2% | -2.1% |
| 7D | -17.3% | -9.1% | -8.1% | -14.1% |
| 30D | -35.9% | -23.6% | -12.4% | -29.1% |
| 3M | -37.3% | -5.6% | -31.7% | -35.9% |
| 6M | -35.8% | +4.7% | -40.5% | -36.9% |
| YTD | +82.7% | +122.6% | -39.8% | +38.2% |
| 1Y | +71.6% | +133.0% | -61.4% | +27.9% |
| 3Y | +635.3% | +367.1% | +268.1% | +323.7% |
| 5Y | +483.8% | +504.7% | -21.0% | +204.3% |
| 10Y | +1,967.8% | +887.2% | +1,080.5% | +759.9% |
| All | +9,423.5% | +5,807.8% | +3,615.7% | +1,806.5% |
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