+325.3%
ASX vs LOW
+22.6%
+302.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.2% | +7.6% | +6.7% |
| 7D | -19.9% | +7.4% | -27.3% | -21.1% |
| 30D | -30.9% | +24.5% | -55.4% | -34.6% |
| 3M | -15.1% | +3.5% | -18.6% | -15.4% |
| 6M | -6.5% | -2.6% | -3.9% | -5.1% |
| YTD | +98.4% | -4.8% | +103.3% | +102.2% |
| 1Y | +107.9% | -0.8% | +108.7% | +107.8% |
| 3Y | +325.3% | +22.8% | +302.5% | +271.0% |
| All | +325.3% | +22.6% | +302.7% | +271.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling