+953.3%
ASX vs AGI
+392.3%
+560.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | +5.2% | -2.7% | +8.0% | +5.6% |
| 30D | +0.5% | +7.2% | -6.8% | -0.5% |
| 3M | +8.3% | +4.3% | +4.1% | +7.2% |
| 6M | +82.0% | -27.1% | +109.1% | +87.7% |
| YTD | +147.6% | -6.6% | +154.2% | +147.3% |
| 1Y | +258.8% | +9.5% | +249.3% | +251.3% |
| 3Y | +452.1% | +208.4% | +243.6% | +381.7% |
| 5Y | +441.7% | +401.6% | +40.1% | +349.6% |
| All | +953.3% | +392.3% | +560.9% | +763.9% |
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 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