+896.6%
XLK vs ASX
+3,326.1%
-2,429.5%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.4% |
| 7D | +3.4% | +12.4% | -9.0% | -0.1% |
| 30D | -10.6% | -19.8% | +9.2% | -5.8% |
| 3M | -10.6% | -10.3% | -0.3% | -9.1% |
| 6M | -3.5% | +1.2% | -4.7% | -6.3% |
| YTD | +18.7% | +123.0% | -104.3% | -7.8% |
| 1Y | +19.4% | +145.4% | -126.0% | -9.6% |
| 3Y | +94.5% | +368.6% | -274.2% | +21.5% |
| 5Y | +111.2% | +486.0% | -374.8% | +23.1% |
| 10Y | +707.2% | +941.0% | -233.8% | +288.7% |
| All | +896.6% | +3,326.1% | -2,429.5% | +150.7% |
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