+209.7%
ABT vs ASX
+973.8%
-764.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.7% |
| 7D | -4.7% | +11.1% | -15.9% | -6.0% |
| 30D | -3.1% | +9.6% | -12.7% | -4.4% |
| 3M | +16.1% | +18.6% | -2.5% | +12.0% |
| 6M | -5.3% | +92.1% | -97.5% | -16.5% |
| YTD | -14.4% | +158.5% | -172.9% | -28.5% |
| 1Y | -18.4% | +271.9% | -290.3% | -36.4% |
| 3Y | +11.2% | +465.2% | -454.0% | -23.4% |
| 5Y | -9.4% | +479.4% | -488.8% | -39.8% |
| 10Y | +209.7% | +992.0% | -782.2% | +57.1% |
| All | +209.7% | +973.8% | -764.0% | +57.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling