+155.0%
ASX vs LII
-27.8%
+182.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +6.3% |
| 7D | +0.8% | -2.3% | +3.1% | +1.9% |
| 30D | -20.4% | -1.7% | -18.8% | -20.6% |
| 3M | -2.1% | -18.3% | +16.1% | +5.8% |
| 6M | +8.2% | -32.3% | +40.5% | +26.7% |
| YTD | +137.3% | -27.1% | +164.4% | +166.7% |
| 1Y | +155.0% | -27.2% | +182.2% | +188.2% |
| All | +155.0% | -27.8% | +182.8% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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