+7,041.4%
ASX vs AGI
+5,459.2%
+1,582.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.4% |
| 7D | -0.7% | +0.6% | -1.3% | -0.8% |
| 30D | +2.0% | +18.2% | -16.2% | +0.5% |
| 3M | -1.3% | -4.1% | +2.8% | -1.2% |
| 6M | +71.4% | -28.7% | +100.1% | +75.4% |
| YTD | +135.3% | -4.0% | +139.3% | +134.6% |
| 1Y | +267.5% | +17.4% | +250.1% | +260.4% |
| 3Y | +388.5% | +203.0% | +185.5% | +343.9% |
| 5Y | +417.1% | +376.7% | +40.4% | +352.0% |
| 10Y | +872.7% | +407.5% | +465.3% | +714.4% |
| All | +7,041.4% | +5,459.2% | +1,582.3% | +6,488.7% |
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