+457.5%
ASX vs AJG
+9.5%
+448.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.4% |
| 7D | +6.5% | -8.5% | +15.0% | +3.3% |
| 30D | +3.1% | -3.8% | +6.9% | +2.0% |
| 3M | +17.4% | +10.8% | +6.6% | +21.2% |
| 6M | +85.4% | +15.6% | +69.8% | +94.2% |
| YTD | +150.1% | -5.1% | +155.2% | +157.0% |
| 1Y | +256.3% | -16.0% | +272.3% | +267.6% |
| All | +457.5% | +9.5% | +448.0% | +417.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling