+985.8%
ASX vs AGI
+389.5%
+596.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -2.0% |
| 7D | +12.4% | -10.1% | +22.5% | +13.8% |
| 30D | -19.8% | -6.5% | -13.3% | -19.3% |
| 3M | -10.3% | -12.8% | +2.5% | -9.1% |
| 6M | +1.2% | -34.3% | +35.5% | +5.8% |
| YTD | +123.0% | -25.6% | +148.6% | +128.6% |
| 1Y | +145.4% | -14.2% | +159.7% | +147.4% |
| 3Y | +368.6% | +127.3% | +241.3% | +323.7% |
| 5Y | +486.0% | +241.8% | +244.3% | +406.2% |
| All | +985.8% | +389.5% | +596.3% | +784.5% |
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