+125.7%
ASX vs AG
+32.5%
+93.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +7.2% |
| 7D | -12.3% | +10.8% | -23.1% | -14.9% |
| 30D | -26.0% | -8.2% | -17.8% | -24.0% |
| 3M | -8.1% | -13.7% | +5.6% | -4.3% |
| 6M | +1.4% | -27.3% | +28.7% | +8.0% |
| YTD | +115.6% | -4.6% | +120.1% | +117.5% |
| All | +125.7% | +32.5% | +93.1% | +109.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling