+447.1%
ASX vs LYV
+95.6%
+351.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.3% | -3.3% |
| 7D | +6.5% | -4.2% | +10.7% | +8.1% |
| 30D | +3.1% | -7.2% | +10.4% | +5.9% |
| 3M | +17.4% | +1.5% | +15.8% | +16.0% |
| 6M | +85.4% | +2.7% | +82.7% | +81.8% |
| YTD | +150.1% | +19.4% | +130.7% | +131.0% |
| 1Y | +256.3% | -0.5% | +256.8% | +250.7% |
| 3Y | +446.9% | +110.1% | +336.7% | +296.8% |
| 5Y | +447.1% | +97.6% | +349.5% | +291.8% |
| All | +447.1% | +95.6% | +351.5% | +291.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling