+107.9%
ASX vs AG
+40.6%
+67.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.6% | +5.9% |
| 7D | -19.9% | +6.3% | -26.2% | -21.3% |
| 30D | -30.9% | -8.9% | -21.9% | -28.8% |
| 3M | -15.1% | -12.2% | -2.9% | -11.9% |
| 6M | -6.5% | -28.3% | +21.8% | +0.4% |
| YTD | +98.4% | -8.8% | +107.3% | +103.3% |
| 1Y | +107.9% | +39.4% | +68.5% | +88.3% |
| All | +107.9% | +40.6% | +67.2% | +88.3% |
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