+702.9%
ASX vs OWL
+22.0%
+680.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.6% | +3.0% | +6.7% |
| 7D | -12.3% | -2.4% | -9.9% | -11.1% |
| 30D | -26.0% | +9.3% | -35.3% | -28.1% |
| 3M | -8.1% | -11.0% | +2.9% | -4.8% |
| 6M | +1.4% | +2.4% | -1.1% | -0.6% |
| YTD | +115.6% | -26.2% | +141.7% | +134.4% |
| 1Y | +128.0% | -27.4% | +155.5% | +149.0% |
| 3Y | +371.4% | -8.7% | +380.1% | +363.3% |
| 5Y | +469.4% | -19.3% | +488.7% | +434.3% |
| All | +702.9% | +22.0% | +680.9% | +635.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 10y: compounded portfolio wealth divided by compounded OWL 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…
10y analysis · Full analysis span regression · 6 months rolling