+2,793.8%
ASX vs ALB
+1,362.5%
+1,431.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +3.6% | -24.3% | -22.0% |
| 7D | -33.3% | +5.5% | -38.8% | -34.8% |
| 30D | -36.5% | -7.5% | -29.0% | -35.0% |
| 3M | -19.2% | -16.9% | -2.2% | -14.7% |
| 6M | -10.2% | -49.2% | +39.0% | +12.4% |
| YTD | +86.5% | -29.9% | +116.3% | +103.8% |
| 1Y | +89.6% | +8.2% | +81.4% | +76.5% |
| 3Y | +298.6% | -19.4% | +318.0% | +267.4% |
| 5Y | +414.3% | -61.6% | +475.9% | +488.0% |
| 10Y | +711.1% | +34.6% | +676.5% | +398.2% |
| All | +2,793.8% | +1,362.5% | +1,431.3% | +472.4% |
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