+3,552.3%
ASX vs ACGL
+6,551.2%
-2,998.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.7% | -6.6% | -4.8% |
| 7D | -14.6% | +8.0% | -22.6% | -16.8% |
| 30D | -21.1% | +17.3% | -38.4% | -25.3% |
| 3M | -3.1% | +11.2% | -14.3% | -6.9% |
| 6M | +17.4% | +18.2% | -0.8% | +9.2% |
| YTD | +135.3% | +15.4% | +119.9% | +119.5% |
| 1Y | +146.5% | +26.5% | +120.0% | +122.4% |
| 3Y | +403.1% | +36.1% | +367.0% | +328.2% |
| 5Y | +551.7% | +175.9% | +375.8% | +315.5% |
| 10Y | +923.7% | +352.4% | +571.2% | +420.6% |
| All | +3,552.3% | +6,551.2% | -2,998.9% | +1,046.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling