+432.3%
ASX vs ALB
-44.4%
+476.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.7% | +1.5% |
| 7D | -0.7% | -8.1% | +7.4% | +1.6% |
| 30D | +2.0% | +6.3% | -4.3% | -0.2% |
| 3M | -1.3% | -23.6% | +22.2% | +6.1% |
| 6M | +71.4% | -24.6% | +96.0% | +83.0% |
| YTD | +135.3% | -10.3% | +145.6% | +137.3% |
| 1Y | +267.5% | +61.5% | +206.0% | +208.3% |
| 3Y | +388.5% | -34.0% | +422.5% | +398.2% |
| All | +432.3% | -44.4% | +476.7% | +421.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling