+20.7%
XYZ vs ASX
+144.4%
-123.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -3.9% | +19.2% | +15.6% |
| 7D | +16.5% | -14.6% | +31.1% | +18.2% |
| 30D | +15.0% | -21.1% | +36.0% | +17.6% |
| 3M | +3.5% | -3.1% | +6.6% | +3.1% |
| 6M | +21.9% | +17.4% | +4.5% | +13.2% |
| YTD | +34.6% | +135.3% | -100.7% | +4.1% |
| 1Y | +20.7% | +146.5% | -125.8% | -9.1% |
| All | +20.7% | +144.4% | -123.7% | -9.1% |
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 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