+133.0%
ASX vs AG
+24.7%
+108.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.9% | +9.1% | +5.1% |
| 7D | -9.1% | +6.0% | -15.1% | -10.7% |
| 30D | -23.6% | -13.5% | -10.0% | -20.2% |
| 3M | -5.6% | -20.7% | +15.1% | +0.7% |
| 6M | +4.7% | -31.5% | +36.2% | +13.4% |
| YTD | +122.6% | -10.1% | +132.7% | +128.5% |
| 1Y | +133.0% | +26.0% | +107.0% | +119.9% |
| All | +133.0% | +24.7% | +108.3% | +119.9% |
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