+698.6%
ASX vs ABCL
-79.5%
+778.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.2% | +3.4% | +7.8% |
| 7D | -12.3% | +12.4% | -24.7% | -13.7% |
| 30D | -26.0% | -0.4% | -25.6% | -25.7% |
| 3M | -8.1% | +80.4% | -88.5% | -17.0% |
| 6M | +1.4% | +138.5% | -137.2% | -13.2% |
| YTD | +115.6% | +265.5% | -149.9% | +70.9% |
| 1Y | +128.0% | +219.7% | -91.7% | +84.2% |
| 3Y | +371.4% | +209.4% | +162.0% | +259.3% |
| 5Y | +469.4% | -15.0% | +484.4% | +392.2% |
| All | +698.6% | -79.5% | +778.1% | +655.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 10y: compounded portfolio wealth divided by compounded ABCL 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…
10y analysis · Full analysis span regression · 6 months rolling