+788.5%
XLK vs ASX
+964.2%
-175.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | +0.2% | +5.2% | -5.0% | -1.9% |
| 30D | -0.6% | +0.5% | -1.1% | -1.1% |
| 3M | +2.6% | +8.3% | -5.8% | -2.3% |
| 6M | +34.0% | +82.0% | -48.1% | +2.7% |
| YTD | +30.7% | +147.6% | -117.0% | -12.0% |
| 1Y | +39.2% | +258.8% | -219.6% | -19.7% |
| 3Y | +120.4% | +452.1% | -331.6% | +4.3% |
| 5Y | +148.8% | +441.7% | -292.9% | +14.1% |
| All | +788.5% | +964.2% | -175.7% | +189.1% |
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