+1,001.8%
TER vs ASX
+849.3%
+152.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +8.6% | +4.1% | +6.7% |
| 7D | -5.8% | -12.3% | +6.5% | +3.1% |
| 30D | -38.9% | -26.0% | -12.9% | -25.2% |
| 3M | -35.1% | -8.1% | -27.0% | -31.2% |
| 6M | -31.6% | +1.4% | -33.0% | -31.5% |
| YTD | +27.2% | +115.6% | -88.3% | -22.1% |
| 1Y | +35.2% | +128.0% | -92.8% | -20.0% |
| 3Y | +192.8% | +371.4% | -178.6% | +9.0% |
| 5Y | +72.4% | +469.4% | -397.0% | -42.9% |
| 10Y | +1,001.8% | +842.6% | +159.2% | +162.6% |
| All | +1,001.8% | +849.3% | +152.5% | +162.6% |
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