+299.6%
ASX vs LII
-6.9%
+306.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.8% | -17.9% | -19.5% |
| 7D | -33.3% | +0.2% | -33.5% | -33.2% |
| 30D | -36.5% | -4.6% | -31.9% | -35.7% |
| 3M | -19.2% | -21.7% | +2.5% | -10.4% |
| 6M | -10.2% | -32.8% | +22.6% | +6.5% |
| YTD | +86.5% | -27.5% | +114.0% | +110.6% |
| 1Y | +89.6% | -28.0% | +117.6% | +114.6% |
| All | +299.6% | -6.9% | +306.5% | +273.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling