+842.6%
ASX vs ALB
+38.2%
+804.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.1% | +8.8% | +8.7% |
| 7D | -12.3% | +9.5% | -21.7% | -14.9% |
| 30D | -26.0% | -2.1% | -23.9% | -25.8% |
| 3M | -8.1% | -24.1% | +16.0% | -1.2% |
| 6M | +1.4% | -51.0% | +52.4% | +23.5% |
| YTD | +115.6% | -29.3% | +144.9% | +132.1% |
| 1Y | +128.0% | +3.2% | +124.9% | +118.8% |
| 3Y | +371.4% | -9.3% | +380.7% | +326.8% |
| 5Y | +469.4% | -61.6% | +531.0% | +542.5% |
| 10Y | +842.6% | +40.8% | +801.9% | +515.1% |
| All | +842.6% | +38.2% | +804.4% | +515.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling