+125.7%
ASX vs LH
+49.3%
+76.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.4% | +7.2% | +8.4% |
| 7D | -12.3% | +4.6% | -16.8% | -12.5% |
| 30D | -26.0% | +19.1% | -45.1% | -26.2% |
| 3M | -8.1% | +16.7% | -24.9% | -8.3% |
| 6M | +1.4% | +47.0% | -45.6% | -1.2% |
| YTD | +115.6% | +49.3% | +66.3% | +111.9% |
| All | +125.7% | +49.3% | +76.4% | +123.8% |
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