+3,552.3%
ASX vs LOW
+2,572.2%
+980.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -0.3% |
| 7D | -0.7% | -1.7% | +1.0% | 0.0% |
| 30D | +2.0% | -7.0% | +9.0% | +4.9% |
| 3M | -1.3% | -0.9% | -0.5% | -1.9% |
| 6M | +71.4% | -20.1% | +91.5% | +85.9% |
| YTD | +135.3% | -13.9% | +149.2% | +146.8% |
| 1Y | +267.5% | -21.1% | +288.6% | +297.8% |
| 3Y | +388.5% | -6.6% | +395.1% | +386.6% |
| 5Y | +417.1% | +9.4% | +407.7% | +377.1% |
| 10Y | +872.7% | +220.5% | +652.2% | +444.3% |
| All | +3,552.3% | +2,572.2% | +980.1% | +738.8% |
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