+3,602.6%
ASX vs LYV
+1,449.5%
+2,153.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.8% | +6.5% |
| 7D | +6.3% | -3.8% | +10.1% | +7.3% |
| 30D | +6.4% | -5.7% | +12.1% | +8.0% |
| 3M | +13.1% | +6.9% | +6.3% | +10.8% |
| 6M | +90.3% | +9.2% | +81.1% | +85.0% |
| YTD | +149.6% | +19.6% | +130.0% | +136.7% |
| 1Y | +249.2% | +0.6% | +248.6% | +244.2% |
| 3Y | +445.9% | +110.6% | +335.3% | +342.4% |
| 5Y | +477.7% | +96.6% | +381.1% | +366.4% |
| 10Y | +913.4% | +546.4% | +367.0% | +474.6% |
| All | +3,602.6% | +1,449.5% | +2,153.1% | +1,310.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling