+406.2%
ASX vs LOW
-5.7%
+411.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -0.2% |
| 7D | -0.7% | -1.7% | +1.0% | -0.2% |
| 30D | +2.0% | -7.0% | +9.0% | +4.2% |
| 3M | -1.3% | -0.9% | -0.5% | -2.1% |
| 6M | +71.4% | -20.1% | +91.5% | +84.6% |
| YTD | +135.3% | -13.9% | +149.2% | +145.5% |
| 1Y | +267.5% | -21.1% | +288.6% | +297.8% |
| All | +406.2% | -5.7% | +411.9% | +416.5% |
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 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