+43.2%
TER vs ASX
+144.4%
-101.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.9% | -2.9% | -3.2% |
| 7D | -19.9% | -14.6% | -5.3% | -7.7% |
| 30D | -43.5% | -21.1% | -22.5% | -30.4% |
| 3M | -37.8% | -3.1% | -34.7% | -36.7% |
| 6M | -25.6% | +17.4% | -42.9% | -37.0% |
| YTD | +29.8% | +135.3% | -105.5% | -46.9% |
| 1Y | +43.2% | +146.5% | -103.3% | -44.5% |
| All | +43.2% | +144.4% | -101.3% | -44.5% |
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