+449.7%
V vs ASX
+754.3%
-304.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -1.2% |
| 7D | +2.2% | -19.9% | +22.1% | +6.1% |
| 30D | +13.6% | -30.9% | +44.5% | +20.6% |
| 3M | +14.3% | -15.1% | +29.4% | +15.7% |
| 6M | +33.1% | -6.5% | +39.6% | +28.2% |
| YTD | +21.2% | +98.4% | -77.2% | -4.3% |
| 1Y | +26.4% | +107.9% | -81.4% | -1.6% |
| 3Y | +77.6% | +325.3% | -247.7% | +7.6% |
| 5Y | +102.6% | +447.3% | -344.7% | +9.4% |
| All | +449.7% | +754.3% | -304.6% | +122.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling