+325.3%
ASX vs ALLE
+88.9%
+236.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.4% | +6.7% |
| 7D | -19.9% | -0.6% | -19.4% | -19.6% |
| 30D | -30.9% | +25.3% | -56.2% | -35.5% |
| 3M | -15.1% | +10.3% | -25.4% | -17.2% |
| 6M | -6.5% | +38.0% | -44.5% | -16.9% |
| YTD | +98.4% | +17.8% | +80.7% | +86.6% |
| 1Y | +107.9% | +13.6% | +94.3% | +98.6% |
| 3Y | +325.3% | +89.2% | +236.1% | +203.1% |
| All | +325.3% | +88.9% | +236.4% | +203.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling