+913.4%
ASX vs TECK
+373.9%
+539.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.2% | +1.9% | +4.8% |
| 7D | +6.3% | +7.8% | -1.5% | +3.9% |
| 30D | +6.4% | +8.3% | -1.9% | +3.8% |
| 3M | +13.1% | +16.1% | -2.9% | +8.3% |
| 6M | +90.3% | +42.9% | +47.4% | +71.6% |
| YTD | +149.6% | +50.8% | +98.9% | +120.9% |
| 1Y | +249.2% | +106.1% | +143.1% | +180.9% |
| 3Y | +445.9% | +84.0% | +361.9% | +344.3% |
| 5Y | +477.7% | +223.5% | +254.3% | +290.6% |
| 10Y | +913.4% | +378.1% | +535.3% | +444.8% |
| All | +913.4% | +373.9% | +539.5% | +444.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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