+325.3%
ASX vs ALC
+2.3%
+323.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.1% | +8.5% | +6.8% |
| 7D | -19.9% | +4.9% | -24.8% | -20.7% |
| 30D | -30.9% | +19.0% | -49.8% | -33.7% |
| 3M | -15.1% | +7.8% | -22.9% | -16.7% |
| 6M | -6.5% | +14.6% | -21.0% | -10.7% |
| YTD | +98.4% | -4.4% | +102.9% | +101.9% |
| 1Y | +107.9% | +1.4% | +106.5% | +105.6% |
| 3Y | +325.3% | +2.5% | +322.8% | +317.6% |
| All | +325.3% | +2.3% | +323.0% | +317.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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