+638.0%
XYZ vs ASX
+849.3%
-211.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.6% | -5.0% | -0.6% |
| 7D | +14.9% | -12.3% | +27.2% | +20.3% |
| 30D | +14.7% | -26.0% | +40.7% | +28.4% |
| 3M | +12.1% | -8.1% | +20.2% | +10.6% |
| 6M | +18.3% | +1.4% | +16.9% | +3.4% |
| YTD | +36.1% | +115.6% | -79.5% | -25.5% |
| 1Y | +35.3% | +128.0% | -92.7% | -28.7% |
| 3Y | +73.5% | +371.4% | -297.9% | -46.8% |
| 5Y | -61.6% | +469.4% | -531.0% | -89.5% |
| 10Y | +638.0% | +842.6% | -204.6% | +36.9% |
| All | +638.0% | +849.3% | -211.3% | +36.9% |
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