+533.2%
XYZ vs ASX
+989.8%
-456.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -1.0% | -0.7% | -0.3% | -0.7% |
| 30D | -1.7% | +2.0% | -3.7% | -3.2% |
| 3M | +16.7% | -1.3% | +18.1% | +11.8% |
| 6M | +26.9% | +71.4% | -44.6% | -12.5% |
| YTD | +27.1% | +135.3% | -108.2% | -27.9% |
| 1Y | +9.3% | +267.5% | -258.2% | -53.2% |
| 3Y | +42.3% | +388.5% | -346.2% | -51.5% |
| 5Y | -69.3% | +417.1% | -486.4% | -90.1% |
| 10Y | +586.8% | +872.7% | -285.9% | +46.3% |
| All | +533.2% | +989.8% | -456.6% | +32.7% |
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