+1,059.2%
TER vs ASX
+3,515.0%
-2,455.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | +0.6% | -0.7% | +1.3% | +0.9% |
| 30D | -8.3% | +2.0% | -10.3% | -9.0% |
| 3M | -12.2% | -1.3% | -10.9% | -10.3% |
| 6M | +17.1% | +71.4% | -54.4% | -6.1% |
| YTD | +84.7% | +135.3% | -50.7% | +29.1% |
| 1Y | +199.9% | +267.5% | -67.6% | +73.1% |
| 3Y | +232.8% | +388.5% | -155.7% | +71.5% |
| 5Y | +198.6% | +417.1% | -218.5% | +50.8% |
| 10Y | +1,669.7% | +872.7% | +797.0% | +569.1% |
| All | +1,059.2% | +3,515.0% | -2,455.8% | +62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling