+249.2%
ASX vs LOW
-23.9%
+273.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.1% |
| 7D | +6.3% | +0.4% | +5.9% | +6.3% |
| 30D | +6.4% | -10.1% | +16.5% | +7.1% |
| 3M | +13.1% | -2.9% | +16.0% | +12.6% |
| 6M | +90.3% | -19.4% | +109.7% | +95.1% |
| YTD | +149.6% | -15.4% | +165.1% | +163.2% |
| 1Y | +249.2% | -24.9% | +274.1% | +231.3% |
| All | +249.2% | -23.9% | +273.1% | +231.3% |
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