-10.1%
ABT vs ASX
+133.5%
-143.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | +0.3% |
| 7D | +1.0% | -9.1% | +10.1% | +0.2% |
| 30D | +11.6% | -23.6% | +35.2% | +9.0% |
| 3M | +2.3% | -5.6% | +7.9% | +2.8% |
| 6M | +32.7% | +4.7% | +28.1% | +34.6% |
| YTD | -9.6% | +122.6% | -132.2% | -8.0% |
| 1Y | -10.1% | +133.0% | -143.1% | -8.1% |
| All | -10.1% | +133.5% | -143.5% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling