+2,793.8%
ASX vs LII
+5,573.1%
-2,779.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.8% | -17.9% | -19.7% |
| 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% | -11.9% |
| 6M | -10.2% | -32.8% | +22.6% | +3.5% |
| YTD | +86.5% | -27.5% | +114.0% | +107.2% |
| 1Y | +89.6% | -28.0% | +117.6% | +111.0% |
| 3Y | +298.6% | -7.2% | +305.8% | +296.4% |
| 5Y | +414.3% | +22.6% | +391.6% | +350.2% |
| 10Y | +711.1% | +171.5% | +539.5% | +406.1% |
| All | +2,793.8% | +5,573.1% | -2,779.3% | +454.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling