+432.3%
ASX vs OWL
-0.3%
+432.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -0.7% | -2.2% | +1.5% | +0.1% |
| 30D | +2.0% | +3.7% | -1.7% | +0.1% |
| 3M | -1.3% | +17.5% | -18.9% | -8.1% |
| 6M | +71.4% | +18.5% | +52.9% | +56.9% |
| YTD | +135.3% | -16.3% | +151.7% | +147.4% |
| 1Y | +267.5% | -29.7% | +297.2% | +312.1% |
| 3Y | +388.5% | +14.2% | +374.3% | +320.8% |
| All | +432.3% | -0.3% | +432.6% | +343.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling