+267.5%
ASX vs AJG
-12.9%
+280.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | -0.9% |
| 7D | -0.7% | -1.8% | +1.1% | -2.1% |
| 30D | +2.0% | +4.6% | -2.7% | +5.9% |
| 3M | -1.3% | +24.9% | -26.2% | +17.2% |
| 6M | +71.4% | +17.2% | +54.2% | +98.1% |
| YTD | +135.3% | +2.2% | +133.2% | +151.0% |
| 1Y | +267.5% | -11.5% | +279.0% | +249.5% |
| All | +267.5% | -12.9% | +280.4% | +249.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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