+477.7%
ASX vs AGI
+390.0%
+87.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.4% |
| 7D | +6.3% | +4.4% | +1.9% | +5.3% |
| 30D | +6.4% | +10.0% | -3.5% | +4.1% |
| 3M | +13.1% | +1.7% | +11.4% | +11.7% |
| 6M | +90.3% | -26.8% | +117.1% | +100.3% |
| YTD | +149.6% | -5.3% | +155.0% | +147.6% |
| 1Y | +249.2% | +11.5% | +237.7% | +233.0% |
| 3Y | +445.9% | +212.9% | +233.0% | +313.0% |
| 5Y | +477.7% | +388.8% | +89.0% | +294.8% |
| All | +477.7% | +390.0% | +87.7% | +294.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling