+272.3%
ALAB vs ASX
+275.1%
-2.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +6.6% | +0.2% | +0.4% |
| 7D | +3.4% | +0.8% | +2.6% | +2.6% |
| 30D | -28.8% | -20.4% | -8.3% | -11.3% |
| 3M | -26.0% | -2.1% | -23.8% | -25.5% |
| 6M | +11.4% | +8.2% | +3.1% | +4.5% |
| YTD | +38.8% | +137.3% | -98.5% | -38.3% |
| 1Y | +37.8% | +155.0% | -117.2% | -42.7% |
| All | +272.3% | +275.1% | -2.8% | +4.3% |
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