+154.8%
ASX vs LOW
+1.0%
+153.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.1% | +6.7% | +6.6% |
| 7D | +0.8% | +1.0% | -0.1% | +0.8% |
| 30D | -20.4% | +25.6% | -46.0% | -19.9% |
| 3M | -2.1% | +5.3% | -7.5% | +0.2% |
| 6M | +8.2% | +3.7% | +4.5% | +12.0% |
| YTD | +137.3% | -1.9% | +139.1% | +154.2% |
| All | +154.8% | +1.0% | +153.9% | +173.2% |
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