+748.4%
ASX vs AG
+89.9%
+658.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.6% | +6.1% |
| 7D | -19.9% | +6.3% | -26.2% | -20.7% |
| 30D | -30.9% | -8.9% | -21.9% | -29.8% |
| 3M | -15.1% | -12.2% | -2.9% | -13.4% |
| 6M | -6.5% | -28.3% | +21.8% | -2.1% |
| YTD | +98.4% | -8.8% | +107.3% | +98.8% |
| 1Y | +107.9% | +39.4% | +68.5% | +96.2% |
| 3Y | +325.3% | +229.4% | +95.9% | +248.1% |
| 5Y | +447.3% | +14.5% | +432.8% | +388.5% |
| All | +748.4% | +89.9% | +658.5% | +579.8% |
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