+146.5%
ASX vs AGI
-1.1%
+147.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +10.8% | -14.7% | -6.4% |
| 7D | -14.6% | -5.3% | -9.3% | -13.6% |
| 30D | -21.1% | -7.1% | -13.9% | -19.8% |
| 3M | -3.1% | +4.4% | -7.5% | -4.2% |
| 6M | +17.4% | -23.0% | +40.4% | +23.1% |
| YTD | +135.3% | -22.0% | +157.3% | +147.3% |
| 1Y | +146.5% | +0.3% | +146.2% | +134.9% |
| All | +146.5% | -1.1% | +147.6% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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