+257.2%
XLI vs ASX
+973.8%
-716.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.5% | -5.1% | -2.4% |
| 7D | -0.6% | +11.1% | -11.7% | -3.2% |
| 30D | -6.9% | +9.6% | -16.5% | -9.2% |
| 3M | -1.9% | +18.6% | -20.6% | -7.4% |
| 6M | +1.0% | +92.1% | -91.1% | -16.6% |
| YTD | +11.3% | +158.5% | -147.1% | -15.3% |
| 1Y | +15.8% | +271.9% | -256.1% | -20.4% |
| 3Y | +69.8% | +465.2% | -395.4% | +1.0% |
| 5Y | +80.9% | +479.4% | -398.5% | +3.5% |
| 10Y | +257.2% | +992.0% | -734.8% | +54.2% |
| All | +257.2% | +973.8% | -716.6% | +54.2% |
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 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