+2,926.4%
V vs ASX
+2,726.1%
+200.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -1.7% | -0.7% | -1.0% | -1.6% |
| 30D | +2.0% | +2.0% | 0.0% | +1.3% |
| 3M | +17.4% | -1.3% | +18.7% | +15.1% |
| 6M | +17.5% | +71.4% | -53.9% | -0.1% |
| YTD | +7.6% | +135.3% | -127.7% | -15.8% |
| 1Y | +7.7% | +267.5% | -259.8% | -25.2% |
| 3Y | +54.7% | +388.5% | -333.8% | -3.7% |
| 5Y | +73.0% | +417.1% | -344.0% | +3.0% |
| 10Y | +390.9% | +872.7% | -481.9% | +132.2% |
| All | +2,926.4% | +2,726.1% | +200.3% | +758.2% |
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