+599.5%
XYZ vs ASX
+754.3%
-154.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | -1.4% |
| 7D | +12.1% | -19.9% | +32.1% | +22.9% |
| 30D | +12.4% | -30.9% | +43.2% | +30.2% |
| 3M | +8.2% | -15.1% | +23.3% | +11.0% |
| 6M | +20.7% | -6.5% | +27.2% | +9.8% |
| YTD | +31.3% | +98.4% | -67.1% | -25.0% |
| 1Y | +20.5% | +107.9% | -87.3% | -33.4% |
| 3Y | +72.6% | +325.3% | -252.7% | -44.1% |
| 5Y | -64.0% | +447.3% | -511.3% | -90.0% |
| All | +599.5% | +754.3% | -154.8% | +33.3% |
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