+271.9%
ASX vs AGI
+12.0%
+259.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.3% |
| 7D | +11.1% | +2.2% | +8.9% | +10.5% |
| 30D | +9.6% | +11.3% | -1.7% | +6.8% |
| 3M | +18.6% | +5.6% | +13.0% | +15.7% |
| 6M | +92.1% | -27.7% | +119.8% | +102.8% |
| YTD | +158.5% | -4.1% | +162.6% | +156.7% |
| 1Y | +271.9% | +13.8% | +258.1% | +246.3% |
| All | +271.9% | +12.0% | +259.9% | +246.3% |
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