-63.9%
XYZ vs ASX
+431.2%
-495.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | -1.3% |
| 7D | +12.1% | -19.9% | +32.1% | +22.6% |
| 30D | +12.4% | -30.9% | +43.2% | +29.8% |
| 3M | +8.2% | -15.1% | +23.3% | +10.5% |
| 6M | +20.7% | -6.5% | +27.2% | +7.8% |
| YTD | +31.3% | +98.4% | -67.1% | -31.2% |
| 1Y | +20.5% | +107.9% | -87.3% | -39.2% |
| 3Y | +72.6% | +325.3% | -252.7% | -58.0% |
| All | -63.9% | +431.2% | -495.1% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling