+432.3%
ASX vs LII
+25.3%
+407.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | -0.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.4% |
| 30D | +2.0% | -12.6% | +14.6% | +8.5% |
| 3M | -1.3% | -24.4% | +23.1% | +11.8% |
| 6M | +71.4% | -28.7% | +100.1% | +98.7% |
| YTD | +135.3% | -19.1% | +154.5% | +155.4% |
| 1Y | +267.5% | -29.7% | +297.2% | +324.2% |
| 3Y | +388.5% | +4.8% | +383.7% | +353.8% |
| All | +432.3% | +25.3% | +407.0% | +307.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling