+543.0%
XYZ vs ASX
+763.4%
-220.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -20.8% | +16.7% | +5.7% |
| 7D | +9.2% | -33.3% | +42.5% | +29.8% |
| 30D | +9.8% | -36.5% | +46.3% | +31.9% |
| 3M | -0.2% | -19.2% | +19.0% | +4.8% |
| 6M | +18.0% | -10.2% | +28.2% | +10.0% |
| YTD | +29.1% | +86.5% | -57.3% | -21.9% |
| 1Y | +14.1% | +89.6% | -75.5% | -31.9% |
| 3Y | +72.6% | +298.6% | -226.0% | -38.6% |
| 5Y | -64.6% | +414.3% | -478.8% | -89.0% |
| 10Y | +590.0% | +711.1% | -121.1% | +55.0% |
| All | +543.0% | +763.4% | -220.4% | +43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling