+34.1%
ABT vs ASX
+11.7%
+22.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.6% | -7.7% | -0.2% |
| 7D | -5.4% | +0.8% | -6.2% | -4.9% |
| 30D | +8.0% | -20.4% | +28.4% | +5.3% |
| 3M | +0.2% | -2.1% | +2.4% | +1.5% |
| 6M | +34.1% | +8.2% | +25.9% | +39.4% |
| All | +34.1% | +11.7% | +22.4% | +39.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling