+985.8%
ASX vs LOW
+292.8%
+693.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.1% |
| 7D | +12.4% | +1.4% | +11.0% | +11.9% |
| 30D | -19.8% | +21.7% | -41.5% | -26.4% |
| 3M | -10.3% | +5.0% | -15.3% | -12.8% |
| 6M | +1.2% | +4.6% | -3.4% | -2.3% |
| YTD | +123.0% | -3.5% | +126.5% | +121.9% |
| 1Y | +145.4% | +0.5% | +144.9% | +139.1% |
| 3Y | +368.6% | +24.8% | +343.8% | +307.2% |
| 5Y | +486.0% | +6.5% | +479.6% | +438.0% |
| All | +985.8% | +292.8% | +693.0% | +538.8% |
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