+146.5%
ASX vs LH
+44.2%
+102.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.9% | -7.9% | -4.2% |
| 7D | -14.6% | +2.1% | -16.7% | -14.6% |
| 30D | -21.1% | +19.2% | -40.2% | -21.3% |
| 3M | -3.1% | +18.0% | -21.1% | -3.4% |
| 6M | +17.4% | +46.1% | -28.7% | +14.2% |
| YTD | +135.3% | +47.7% | +87.6% | +131.7% |
| 1Y | +146.5% | +47.2% | +99.3% | +145.5% |
| All | +146.5% | +44.2% | +102.3% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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