+18.2%
TER vs ASX
+105.3%
-87.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.9% | -3.2% |
| 7D | -20.5% | -19.9% | -0.5% | -3.8% |
| 30D | -47.0% | -30.9% | -16.1% | -27.5% |
| 3M | -43.3% | -15.1% | -28.2% | -35.9% |
| 6M | -42.9% | -6.5% | -36.4% | -41.3% |
| YTD | +12.9% | +98.4% | -85.6% | -46.4% |
| 1Y | +18.2% | +107.9% | -89.7% | -46.8% |
| All | +18.2% | +105.3% | -87.2% | -46.8% |
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