+20.7%
XYZ vs ASX
-3.8%
+24.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | +1.4% |
| 7D | +12.1% | -19.9% | +32.1% | +13.1% |
| 30D | +12.4% | -30.9% | +43.2% | +14.2% |
| 3M | +8.2% | -15.1% | +23.3% | +8.6% |
| 6M | +20.7% | -6.5% | +27.2% | +18.5% |
| All | +20.7% | -3.8% | +24.5% | +18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling