+842.6%
ASX vs LOW
+328.1%
+514.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.4% | +5.3% | +7.3% |
| 7D | -12.3% | +6.4% | -18.7% | -14.5% |
| 30D | -26.0% | +25.6% | -51.6% | -32.9% |
| 3M | -8.1% | +4.6% | -12.7% | -10.5% |
| 6M | +1.4% | +2.5% | -1.1% | -1.3% |
| YTD | +115.6% | -1.6% | +117.2% | +112.9% |
| 1Y | +128.0% | +1.7% | +126.3% | +121.2% |
| 3Y | +371.4% | +29.4% | +342.0% | +303.6% |
| 5Y | +469.4% | +9.6% | +459.8% | +416.7% |
| 10Y | +842.6% | +313.3% | +529.3% | +455.5% |
| All | +842.6% | +328.1% | +514.5% | +455.5% |
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