+267.5%
ASX vs ALB
+60.9%
+206.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.7% | +1.4% |
| 7D | -0.7% | -8.1% | +7.4% | +1.4% |
| 30D | +2.0% | +6.3% | -4.3% | -0.2% |
| 3M | -1.3% | -23.6% | +22.2% | +4.4% |
| 6M | +71.4% | -24.6% | +96.0% | +80.0% |
| YTD | +135.3% | -10.3% | +145.6% | +139.1% |
| 1Y | +267.5% | +61.5% | +206.0% | +233.8% |
| All | +267.5% | +60.9% | +206.5% | +233.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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