+39.2%
XLK vs ASX
+253.7%
-214.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | +0.2% | +5.2% | -5.0% | -1.6% |
| 30D | -0.6% | +0.5% | -1.1% | -1.1% |
| 3M | +2.6% | +8.3% | -5.8% | -1.7% |
| 6M | +34.0% | +82.0% | -48.1% | +6.7% |
| YTD | +30.7% | +147.6% | -117.0% | -6.3% |
| 1Y | +39.2% | +258.8% | -219.6% | -11.8% |
| All | +39.2% | +253.7% | -214.5% | -11.8% |
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