+2,979.8%
ASX vs LOW
+2,853.5%
+126.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.2% | +7.6% | +6.9% |
| 7D | -19.9% | +7.4% | -27.3% | -22.4% |
| 30D | -30.9% | +24.5% | -55.4% | -37.3% |
| 3M | -15.1% | +3.5% | -18.6% | -17.3% |
| 6M | -6.5% | -2.6% | -3.9% | -7.4% |
| YTD | +98.4% | -4.8% | +103.3% | +97.8% |
| 1Y | +107.9% | -0.8% | +108.7% | +103.0% |
| 3Y | +325.3% | +22.8% | +302.5% | +274.5% |
| 5Y | +447.3% | +5.3% | +442.0% | +408.1% |
| 10Y | +763.2% | +309.5% | +453.7% | +332.9% |
| All | +2,979.8% | +2,853.5% | +126.3% | +572.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling