+16,011.1%
STX vs ASX
+6,145.8%
+9,865.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.3% |
| 7D | +2.4% | -0.7% | +3.1% | +2.6% |
| 30D | +1.4% | +2.0% | -0.6% | +0.9% |
| 3M | -8.2% | -1.3% | -6.9% | -7.7% |
| 6M | +127.0% | +71.4% | +55.6% | +87.9% |
| YTD | +209.1% | +135.3% | +73.8% | +129.1% |
| 1Y | +365.4% | +267.5% | +97.9% | +196.0% |
| 3Y | +1,135.4% | +388.5% | +746.9% | +600.0% |
| 5Y | +991.5% | +417.1% | +574.4% | +494.0% |
| 10Y | +3,695.8% | +872.7% | +2,823.1% | +1,480.3% |
| All | +16,011.1% | +6,145.8% | +9,865.3% | +3,061.1% |
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