+8.6%
V vs ASX
+256.3%
-247.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.1% | -7.8% | -1.3% |
| 7D | -1.1% | +6.3% | -7.4% | -0.6% |
| 30D | +1.9% | +6.4% | -4.5% | +2.4% |
| 3M | +15.5% | +13.1% | +2.4% | +16.7% |
| 6M | +16.6% | +90.3% | -73.7% | +18.1% |
| YTD | +5.7% | +149.6% | -143.9% | +10.2% |
| 1Y | +8.6% | +249.2% | -240.6% | +18.2% |
| All | +8.6% | +256.3% | -247.7% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling