-6.4%
T vs ASX
+144.4%
-150.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.9% | +6.0% | +1.4% |
| 7D | +5.5% | -14.6% | +20.1% | +2.9% |
| 30D | -8.9% | -21.1% | +12.2% | -11.7% |
| 3M | -5.6% | -3.1% | -2.5% | -5.4% |
| 6M | -14.3% | +17.4% | -31.7% | -10.7% |
| YTD | -7.9% | +135.3% | -143.2% | +9.7% |
| 1Y | -6.4% | +146.5% | -152.9% | +12.5% |
| All | -6.4% | +144.4% | -150.9% | +12.5% |
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 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