+807.5%
ASX vs ALC
+34.7%
+772.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.0% | -19.8% | -20.3% |
| 7D | -33.3% | +7.6% | -40.9% | -35.7% |
| 30D | -36.5% | +21.1% | -57.6% | -42.5% |
| 3M | -19.2% | +8.5% | -27.7% | -23.2% |
| 6M | -10.2% | +2.8% | -13.1% | -13.8% |
| YTD | +86.5% | -2.4% | +88.8% | +83.4% |
| 1Y | +89.6% | +3.5% | +86.2% | +79.8% |
| 3Y | +298.6% | +4.2% | +294.4% | +264.2% |
| 5Y | +414.3% | -9.0% | +423.2% | +400.9% |
| All | +807.5% | +34.7% | +772.8% | +542.2% |
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