+913.4%
ASX vs LOW
+224.9%
+688.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.8% |
| 7D | +6.3% | +0.4% | +5.9% | +6.1% |
| 30D | +6.4% | -10.1% | +16.5% | +11.0% |
| 3M | +13.1% | -2.9% | +16.0% | +13.4% |
| 6M | +90.3% | -19.4% | +109.7% | +106.0% |
| YTD | +149.6% | -15.4% | +165.1% | +164.0% |
| 1Y | +249.2% | -24.9% | +274.1% | +287.2% |
| 3Y | +445.9% | -7.8% | +453.7% | +444.2% |
| 5Y | +477.7% | +8.4% | +469.3% | +429.4% |
| 10Y | +913.4% | +226.8% | +686.6% | +547.6% |
| All | +913.4% | +224.9% | +688.5% | +547.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling