+59.1%
T vs ASX
+931.3%
-872.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.6% | +0.6% |
| 7D | +2.6% | -9.1% | +11.7% | +2.8% |
| 30D | -1.1% | -23.6% | +22.5% | -0.5% |
| 3M | -7.7% | -5.6% | -2.1% | -8.1% |
| 6M | -10.6% | +4.7% | -15.3% | -12.1% |
| YTD | -7.5% | +122.6% | -130.0% | -13.9% |
| 1Y | -7.4% | +133.0% | -140.4% | -14.3% |
| 3Y | +63.1% | +367.1% | -304.1% | +37.8% |
| 5Y | +55.2% | +504.7% | -449.6% | +23.5% |
| All | +59.1% | +931.3% | -872.2% | +7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling