-62.2%
XYZ vs ASX
+538.6%
-600.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.6% | -6.4% | -2.9% |
| 7D | -2.2% | +0.8% | -3.0% | -4.1% |
| 30D | +11.6% | -20.4% | +32.0% | +20.5% |
| 3M | +8.4% | -2.1% | +10.6% | +3.6% |
| 6M | +17.2% | +8.2% | +8.9% | -1.9% |
| YTD | +31.7% | +137.3% | -105.6% | -36.8% |
| 1Y | +30.1% | +155.0% | -125.0% | -41.0% |
| 3Y | +66.4% | +397.9% | -331.5% | -62.1% |
| 5Y | -62.2% | +529.2% | -591.4% | -93.7% |
| All | -62.2% | +538.6% | -600.7% | -93.7% |
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