-18.4%
ABT vs ASX
+275.6%
-294.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | +0.2% |
| 7D | -4.7% | +11.1% | -15.9% | -3.3% |
| 30D | -3.1% | +9.6% | -12.7% | -1.8% |
| 3M | +16.1% | +18.6% | -2.5% | +19.0% |
| 6M | -5.3% | +92.1% | -97.5% | -1.5% |
| YTD | -14.4% | +158.5% | -172.9% | -7.2% |
| 1Y | -18.4% | +271.9% | -290.3% | -6.1% |
| All | -18.4% | +275.6% | -294.0% | -6.1% |
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