+63.1%
T vs ASX
+1,030.8%
-967.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.6% | -5.1% | +1.3% |
| 7D | +2.0% | +0.8% | +1.1% | +1.9% |
| 30D | -1.0% | -20.4% | +19.4% | -0.5% |
| 3M | -8.1% | -2.1% | -6.0% | -8.5% |
| 6M | -8.3% | +8.2% | -16.5% | -9.7% |
| YTD | -6.1% | +137.3% | -143.4% | -12.8% |
| 1Y | -7.4% | +155.0% | -162.4% | -14.5% |
| 3Y | +65.4% | +397.9% | -332.5% | +39.6% |
| 5Y | +57.6% | +529.2% | -471.6% | +25.7% |
| All | +63.1% | +1,030.8% | -967.7% | +9.2% |
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