+3,245.6%
ASX vs LNT
+1,343.9%
+1,901.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.5% | +8.2% |
| 7D | -12.3% | +0.6% | -12.9% | -12.5% |
| 30D | -26.0% | +12.4% | -38.4% | -29.6% |
| 3M | -8.1% | +6.7% | -14.8% | -10.8% |
| 6M | +1.4% | +3.9% | -2.5% | -1.2% |
| YTD | +115.6% | +16.5% | +99.0% | +100.0% |
| 1Y | +128.0% | +12.5% | +115.5% | +114.3% |
| 3Y | +371.4% | +66.9% | +304.5% | +266.4% |
| 5Y | +469.4% | +56.1% | +413.3% | +346.1% |
| 10Y | +842.6% | +173.2% | +669.4% | +445.7% |
| All | +3,245.6% | +1,343.9% | +1,901.7% | +731.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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