+486.8%
ASX vs ALC
-9.1%
+495.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.2% | -5.2% | -3.2% |
| 7D | +12.4% | -1.1% | +13.5% | +12.7% |
| 30D | -19.8% | +16.0% | -35.9% | -24.9% |
| 3M | -10.3% | +0.8% | -11.1% | -11.3% |
| 6M | +1.2% | +16.8% | -15.6% | -7.3% |
| YTD | +123.0% | -5.5% | +128.5% | +124.2% |
| 1Y | +145.4% | -5.3% | +150.7% | +146.0% |
| 3Y | +368.6% | +4.1% | +364.5% | +329.8% |
| All | +486.8% | -9.1% | +495.9% | +466.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling