+367.1%
ASX vs ALB
-13.3%
+380.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.2% | +7.5% | +4.3% |
| 7D | -9.1% | +5.3% | -14.4% | -10.7% |
| 30D | -23.6% | -6.3% | -17.3% | -22.6% |
| 3M | -5.6% | -27.4% | +21.8% | +1.5% |
| 6M | +4.7% | -53.1% | +57.8% | +24.6% |
| YTD | +122.6% | -32.3% | +154.9% | +140.0% |
| 1Y | +133.0% | -7.3% | +140.3% | +132.6% |
| 3Y | +367.1% | -14.9% | +382.1% | +328.9% |
| All | +367.1% | -13.3% | +380.4% | +328.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling