+696.8%
TER vs ASX
+3,319.4%
-2,622.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -1.8% |
| 7D | -8.9% | -9.1% | +0.3% | -4.5% |
| 30D | -39.1% | -23.6% | -15.5% | -30.8% |
| 3M | -32.8% | -5.6% | -27.1% | -30.4% |
| 6M | -31.7% | +4.7% | -36.4% | -31.7% |
| YTD | +26.9% | +122.6% | -95.7% | -8.5% |
| 1Y | +33.6% | +133.0% | -99.4% | -5.4% |
| 3Y | +181.5% | +367.1% | -185.6% | +49.0% |
| 5Y | +76.1% | +504.7% | -428.6% | -15.2% |
| 10Y | +1,006.2% | +887.2% | +119.0% | +320.9% |
| All | +696.8% | +3,319.4% | -2,622.6% | +15.2% |
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