+392.6%
ASX vs AG
+260.2%
+132.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.6% |
| 7D | -0.7% | +1.0% | -1.7% | -1.0% |
| 30D | +2.0% | +19.2% | -17.2% | -1.9% |
| 3M | -1.3% | +6.2% | -7.5% | -3.2% |
| 6M | +71.4% | -26.7% | +98.1% | +77.6% |
| YTD | +135.3% | +26.1% | +109.2% | +120.4% |
| 1Y | +267.5% | +131.7% | +135.8% | +208.4% |
| All | +392.6% | +260.2% | +132.5% | +271.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling