+2,979.8%
ASX vs ALB
+1,375.5%
+1,604.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.5% | +6.1% |
| 7D | -19.9% | +9.1% | -29.0% | -22.7% |
| 30D | -30.9% | -3.4% | -27.5% | -30.3% |
| 3M | -15.1% | -20.6% | +5.5% | -8.9% |
| 6M | -6.5% | -48.2% | +41.7% | +16.3% |
| YTD | +98.4% | -29.2% | +127.7% | +116.3% |
| 1Y | +107.9% | +10.0% | +97.9% | +92.4% |
| 3Y | +325.3% | -12.9% | +338.2% | +281.3% |
| 5Y | +447.3% | -61.3% | +508.6% | +524.0% |
| 10Y | +763.2% | +35.8% | +727.4% | +428.7% |
| All | +2,979.8% | +1,375.5% | +1,604.2% | +507.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling