+887.2%
ASX vs AGI
+335.7%
+551.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.3% | +8.6% | +3.9% |
| 7D | -9.1% | +13.9% | -23.1% | -10.9% |
| 30D | -23.6% | -6.2% | -17.4% | -23.1% |
| 3M | -5.6% | -6.9% | +1.3% | -5.0% |
| 6M | +4.7% | -28.7% | +33.4% | +8.4% |
| YTD | +122.6% | -19.8% | +142.4% | +126.1% |
| 1Y | +133.0% | -4.8% | +137.8% | +131.9% |
| 3Y | +367.1% | +144.3% | +222.8% | +317.7% |
| 5Y | +504.7% | +277.2% | +227.5% | +415.1% |
| 10Y | +887.2% | +365.9% | +521.4% | +702.5% |
| All | +887.2% | +335.7% | +551.6% | +702.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling