+12.3%
XLI vs ASX
+144.4%
-132.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.9% | -0.5% |
| 7D | +0.6% | -14.6% | +15.2% | +2.9% |
| 30D | -0.4% | -21.1% | +20.7% | +2.9% |
| 3M | -8.8% | -3.1% | -5.8% | -9.1% |
| 6M | -0.4% | +17.4% | -17.7% | -6.0% |
| YTD | +10.1% | +135.3% | -125.2% | -12.5% |
| 1Y | +12.3% | +146.5% | -134.2% | -11.9% |
| All | +12.3% | +144.4% | -132.1% | -11.9% |
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