+1,008.4%
ASX vs ALB
+34.2%
+974.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -3.7% |
| 7D | +22.1% | -3.6% | +25.7% | +23.3% |
| 30D | -23.8% | -2.9% | -20.9% | -23.4% |
| 3M | -7.6% | -25.8% | +18.2% | -0.1% |
| 6M | +6.9% | -53.6% | +60.5% | +32.2% |
| YTD | +127.7% | -32.4% | +160.0% | +148.2% |
| 1Y | +144.5% | -13.0% | +157.6% | +146.8% |
| 3Y | +377.8% | -15.0% | +392.8% | +340.9% |
| 5Y | +498.2% | -63.5% | +561.8% | +584.3% |
| All | +1,008.4% | +34.2% | +974.2% | +666.9% |
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