+146.5%
ASX vs LOW
-0.5%
+147.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +7.5% | -11.4% | -3.3% |
| 7D | -14.6% | +15.6% | -30.2% | -13.7% |
| 30D | -21.1% | +28.6% | -49.7% | -20.7% |
| 3M | -3.1% | +5.8% | -8.9% | -0.9% |
| 6M | +17.4% | +3.8% | +13.6% | +21.0% |
| YTD | +135.3% | -2.8% | +138.1% | +152.1% |
| 1Y | +146.5% | -1.4% | +147.9% | +163.6% |
| All | +146.5% | -0.5% | +147.0% | +163.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 1y: compounded portfolio wealth divided by compounded LOW 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…
1y analysis · Full analysis span regression · 6 months rolling