+608.5%
TER vs ASX
+2,948.3%
-2,339.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.9% | -0.5% |
| 7D | -20.5% | -19.9% | -0.5% | -11.7% |
| 30D | -47.0% | -30.9% | -16.1% | -37.0% |
| 3M | -43.3% | -15.1% | -28.2% | -38.4% |
| 6M | -42.9% | -6.5% | -36.4% | -39.8% |
| YTD | +12.9% | +98.4% | -85.6% | -14.2% |
| 1Y | +18.2% | +107.9% | -89.7% | -11.8% |
| 3Y | +151.8% | +325.3% | -173.5% | +39.3% |
| 5Y | +54.2% | +447.3% | -393.1% | -22.3% |
| 10Y | +908.2% | +763.2% | +145.0% | +307.1% |
| All | +608.5% | +2,948.3% | -2,339.8% | +8.0% |
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 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