+432.3%
ASX vs ACGL
+161.8%
+270.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.7% |
| 30D | +2.0% | -1.0% | +3.0% | +2.0% |
| 3M | -1.3% | +11.0% | -12.4% | -2.6% |
| 6M | +71.4% | -0.3% | +71.8% | +71.2% |
| YTD | +135.3% | +2.3% | +133.1% | +133.9% |
| 1Y | +267.5% | +6.4% | +261.1% | +262.3% |
| 3Y | +388.5% | +34.0% | +354.5% | +342.4% |
| All | +432.3% | +161.8% | +270.5% | +273.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling