+697.2%
ASX vs ALLE
+225.5%
+471.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.9% | -17.9% | -19.4% |
| 7D | -33.3% | 0.0% | -33.3% | -33.1% |
| 30D | -36.5% | +20.6% | -57.0% | -42.4% |
| 3M | -19.2% | +11.4% | -30.6% | -24.0% |
| 6M | -10.2% | +42.5% | -52.8% | -26.1% |
| YTD | +86.5% | +18.9% | +67.6% | +67.2% |
| 1Y | +89.6% | +14.2% | +75.5% | +73.5% |
| 3Y | +298.6% | +90.7% | +207.9% | +171.1% |
| 5Y | +414.3% | +52.5% | +361.8% | +287.4% |
| All | +697.2% | +225.5% | +471.7% | +348.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling