+1,007.5%
ASX vs ACGL
+329.5%
+678.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -1.4% | +2.2% | +1.1% |
| 30D | -20.4% | +12.4% | -32.8% | -23.2% |
| 3M | -2.1% | +11.1% | -13.3% | -5.4% |
| 6M | +8.2% | +16.3% | -8.1% | +2.0% |
| YTD | +137.3% | +13.8% | +123.5% | +124.0% |
| 1Y | +155.0% | +20.4% | +134.6% | +136.0% |
| 3Y | +397.9% | +33.6% | +364.4% | +327.6% |
| 5Y | +529.2% | +176.8% | +352.4% | +283.3% |
| 10Y | +1,007.5% | +324.6% | +682.9% | +487.1% |
| All | +1,007.5% | +329.5% | +678.1% | +487.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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