+953.3%
ASX vs AJG
+473.1%
+480.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.3% | -0.6% |
| 7D | +5.2% | -8.3% | +13.5% | +8.0% |
| 30D | +0.5% | -5.7% | +6.2% | +2.0% |
| 3M | +8.3% | +9.1% | -0.7% | +2.5% |
| 6M | +82.0% | +15.2% | +66.8% | +66.8% |
| YTD | +147.6% | -6.3% | +153.9% | +145.8% |
| 1Y | +258.8% | -19.1% | +278.0% | +278.9% |
| 3Y | +452.1% | +8.2% | +443.8% | +369.2% |
| 5Y | +441.7% | +75.6% | +366.1% | +234.3% |
| All | +953.3% | +473.1% | +480.2% | +297.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling