+325.3%
ASX vs ABCL
+156.0%
+169.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.7% | -0.3% | +5.2% |
| 7D | -19.9% | -3.2% | -16.7% | -19.3% |
| 30D | -30.9% | -7.4% | -23.5% | -29.7% |
| 3M | -15.1% | +81.9% | -97.0% | -23.8% |
| 6M | -6.5% | +135.7% | -142.2% | -20.5% |
| YTD | +98.4% | +247.4% | -148.9% | +56.7% |
| 1Y | +107.9% | +162.3% | -54.4% | +71.1% |
| 3Y | +325.3% | +165.5% | +159.8% | +219.4% |
| All | +325.3% | +156.0% | +169.2% | +219.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling