+829.8%
ASX vs OWL
+32.0%
+797.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.5% | +10.6% | +7.6% |
| 7D | +6.3% | -3.9% | +10.2% | +7.6% |
| 30D | +6.4% | -3.7% | +10.1% | +7.3% |
| 3M | +13.1% | +21.4% | -8.2% | +5.0% |
| 6M | +90.3% | +18.3% | +71.9% | +76.1% |
| YTD | +149.6% | -20.1% | +169.7% | +164.2% |
| 1Y | +249.2% | -32.8% | +282.0% | +289.9% |
| 3Y | +445.9% | +8.6% | +437.3% | +404.1% |
| 5Y | +477.7% | -4.5% | +482.2% | +424.4% |
| All | +829.8% | +32.0% | +797.8% | +728.8% |
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