+267.5%
ASX vs LYV
+6.6%
+260.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.6% |
| 7D | -0.7% | -4.5% | +3.8% | +0.1% |
| 30D | +2.0% | -5.5% | +7.4% | +3.0% |
| 3M | -1.3% | +7.8% | -9.1% | -3.6% |
| 6M | +71.4% | +9.4% | +62.1% | +66.7% |
| YTD | +135.3% | +21.8% | +113.6% | +127.3% |
| 1Y | +267.5% | +6.5% | +261.0% | +268.8% |
| All | +267.5% | +6.6% | +260.9% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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