-42.9%
TER vs ASX
-3.8%
-39.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.9% | -3.0% |
| 7D | -20.5% | -19.9% | -0.5% | -4.2% |
| 30D | -47.0% | -30.9% | -16.1% | -28.0% |
| 3M | -43.3% | -15.1% | -28.2% | -36.1% |
| 6M | -42.9% | -6.5% | -36.4% | -40.0% |
| All | -42.9% | -3.8% | -39.1% | -40.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling