+415.3%
ASX vs LII
+19.9%
+395.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +7.3% |
| 7D | -19.9% | -0.6% | -19.3% | -19.6% |
| 30D | -30.9% | -4.6% | -26.3% | -30.1% |
| 3M | -15.1% | -21.2% | +6.1% | -6.2% |
| 6M | -6.5% | -36.4% | +30.0% | +13.8% |
| YTD | +98.4% | -28.9% | +127.4% | +126.3% |
| 1Y | +107.9% | -29.5% | +137.4% | +137.7% |
| 3Y | +325.3% | -8.6% | +333.8% | +316.8% |
| All | +415.3% | +19.9% | +395.4% | +308.5% |
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