+146.5%
ASX vs ILMN
+92.1%
+54.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.9% | +1.0% | -2.2% |
| 7D | -14.6% | -21.6% | +7.0% | -7.2% |
| 30D | -21.1% | -22.9% | +1.8% | -14.1% |
| 3M | -3.1% | +11.6% | -14.7% | -4.0% |
| 6M | +17.4% | +62.5% | -45.2% | +6.4% |
| YTD | +135.3% | +72.7% | +62.6% | +105.5% |
| 1Y | +146.5% | +93.9% | +52.6% | +103.3% |
| All | +146.5% | +92.1% | +54.4% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 1y: compounded portfolio wealth divided by compounded ILMN 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…
1y analysis · Full analysis span regression · 6 months rolling