+5,922.0%
ASX vs AGI
+4,691.5%
+1,230.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.4% | +4.0% | +6.2% |
| 7D | -19.9% | +16.0% | -35.9% | -21.0% |
| 30D | -30.9% | +1.0% | -31.8% | -31.0% |
| 3M | -15.1% | +2.5% | -17.5% | -15.4% |
| 6M | -6.5% | -24.0% | +17.6% | -4.8% |
| YTD | +98.4% | -17.2% | +115.7% | +100.0% |
| 1Y | +107.9% | +4.9% | +103.0% | +105.6% |
| 3Y | +325.3% | +142.6% | +182.7% | +292.9% |
| 5Y | +447.3% | +315.2% | +132.1% | +383.7% |
| 10Y | +763.2% | +338.5% | +424.7% | +631.9% |
| All | +5,922.0% | +4,691.5% | +1,230.5% | +5,516.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling