+842.6%
ASX vs AG
+77.4%
+765.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +7.9% |
| 7D | -12.3% | +10.8% | -23.1% | -13.6% |
| 30D | -26.0% | -8.2% | -17.8% | -24.9% |
| 3M | -8.1% | -13.7% | +5.6% | -6.0% |
| 6M | +1.4% | -27.3% | +28.7% | +6.0% |
| YTD | +115.6% | -4.6% | +120.1% | +114.4% |
| 1Y | +128.0% | +39.4% | +88.7% | +114.9% |
| 3Y | +371.4% | +244.1% | +127.3% | +281.9% |
| 5Y | +469.4% | +16.8% | +452.6% | +405.2% |
| 10Y | +842.6% | +71.7% | +771.0% | +660.4% |
| All | +842.6% | +77.4% | +765.3% | +660.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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