+432.3%
ASX vs ABCL
-41.3%
+473.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +2.0% | +93.1% | -91.1% | -10.5% |
| 3M | -1.3% | +79.4% | -80.8% | -12.7% |
| 6M | +71.4% | +214.9% | -143.4% | +36.4% |
| YTD | +135.3% | +234.2% | -98.9% | +83.0% |
| 1Y | +267.5% | +174.8% | +92.7% | +192.7% |
| 3Y | +388.5% | +104.5% | +284.0% | +282.7% |
| All | +432.3% | -41.3% | +473.6% | +372.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling