+1,045.4%
ASX vs ALC
+24.0%
+1,021.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.3% |
| 7D | -0.7% | -2.1% | +1.4% | +0.3% |
| 30D | +2.0% | -0.1% | +2.1% | +1.7% |
| 3M | -1.3% | +5.9% | -7.2% | -5.2% |
| 6M | +71.4% | -15.9% | +87.4% | +84.6% |
| YTD | +135.3% | -10.1% | +145.4% | +143.0% |
| 1Y | +267.5% | -10.2% | +277.7% | +277.5% |
| 3Y | +388.5% | -13.6% | +402.0% | +399.5% |
| 5Y | +417.1% | -15.1% | +432.2% | +424.7% |
| All | +1,045.4% | +24.0% | +1,021.3% | +750.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling