+107.9%
ASX vs ALB
+6.8%
+101.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.5% | +6.2% |
| 7D | -19.9% | +9.1% | -29.0% | -22.0% |
| 30D | -30.9% | -3.4% | -27.5% | -30.4% |
| 3M | -15.1% | -20.6% | +5.5% | -10.3% |
| 6M | -6.5% | -48.2% | +41.7% | +7.7% |
| YTD | +98.4% | -29.2% | +127.7% | +117.3% |
| 1Y | +107.9% | +10.0% | +97.9% | +119.6% |
| All | +107.9% | +6.8% | +101.1% | +119.6% |
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