+228.3%
ABT vs ASX
+878.5%
-650.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.4% |
| 7D | +1.0% | -9.1% | +10.1% | +1.7% |
| 30D | +11.6% | -23.6% | +35.2% | +14.2% |
| 3M | +2.3% | -5.6% | +7.9% | +1.8% |
| 6M | +32.7% | +4.7% | +28.1% | +27.8% |
| YTD | -9.6% | +122.6% | -132.2% | -23.8% |
| 1Y | -10.1% | +133.0% | -143.1% | -24.9% |
| 3Y | +25.2% | +367.1% | -341.9% | -12.0% |
| 5Y | -4.5% | +504.7% | -509.3% | -38.6% |
| 10Y | +228.3% | +887.2% | -658.9% | +65.0% |
| All | +228.3% | +878.5% | -650.2% | +65.0% |
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