-8.7%
T vs ASX
+138.6%
-147.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.6% | +1.1% |
| 7D | +2.6% | -9.1% | +11.7% | +1.4% |
| 30D | -1.1% | -23.6% | +22.5% | -4.3% |
| 3M | -7.7% | -5.6% | -2.1% | -7.6% |
| 6M | -10.6% | +4.7% | -15.3% | -8.3% |
| YTD | -7.5% | +122.6% | -130.0% | +9.5% |
| All | -8.7% | +138.6% | -147.3% | +9.3% |
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