+566.1%
XYZ vs ASX
+985.1%
-419.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -2.1% |
| 7D | -2.1% | +22.1% | -24.2% | -11.6% |
| 30D | +7.0% | -23.8% | +30.8% | +18.1% |
| 3M | +5.1% | -7.6% | +12.7% | +3.4% |
| 6M | +14.1% | +6.9% | +7.1% | -3.1% |
| YTD | +26.4% | +127.7% | -101.3% | -33.0% |
| 1Y | +25.1% | +144.5% | -119.5% | -36.8% |
| 3Y | +59.7% | +377.8% | -318.1% | -51.4% |
| 5Y | -63.8% | +498.2% | -562.0% | -90.4% |
| All | +566.1% | +985.1% | -419.0% | +16.4% |
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