+145.4%
ASX vs ALB
-15.8%
+161.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.7% |
| 7D | +12.4% | -5.8% | +18.2% | +14.2% |
| 30D | -19.8% | -4.5% | -15.3% | -19.0% |
| 3M | -10.3% | -28.1% | +17.8% | -2.2% |
| 6M | +1.2% | -53.2% | +54.4% | +21.0% |
| YTD | +123.0% | -33.3% | +156.3% | +147.4% |
| 1Y | +145.4% | -17.4% | +162.9% | +160.6% |
| All | +145.4% | -15.8% | +161.2% | +160.6% |
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