+40.9%
XYZ vs ASX
+390.9%
-350.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -1.0% | -0.7% | -0.3% | -0.8% |
| 30D | -1.7% | +2.0% | -3.7% | -2.6% |
| 3M | +16.7% | -1.3% | +18.1% | +13.8% |
| 6M | +26.9% | +71.4% | -44.6% | -2.1% |
| YTD | +27.1% | +135.3% | -108.2% | -15.2% |
| 1Y | +9.3% | +267.5% | -258.2% | -41.6% |
| All | +40.9% | +390.9% | -350.0% | -48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling