+11.5%
ABT vs ASX
+443.1%
-431.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.1% | -8.7% | -2.2% |
| 7D | -3.1% | +6.3% | -9.4% | -2.7% |
| 30D | -2.1% | +6.4% | -8.5% | -1.7% |
| 3M | +17.4% | +13.1% | +4.3% | +18.3% |
| 6M | -2.4% | +90.3% | -92.7% | -1.8% |
| YTD | -14.2% | +149.6% | -163.8% | -13.5% |
| 1Y | -18.3% | +249.2% | -267.5% | -17.8% |
| 3Y | +11.5% | +445.9% | -434.4% | +5.6% |
| All | +11.5% | +443.1% | -431.6% | +5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling