+842.6%
ASX vs TECK
+221.5%
+621.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.0% | +1.7% | +6.4% |
| 7D | -12.3% | +3.1% | -15.4% | -12.7% |
| 30D | -26.0% | -5.0% | -21.0% | -24.2% |
| 3M | -8.1% | -2.6% | -5.5% | -6.7% |
| 6M | +1.4% | 0.0% | +1.4% | +2.5% |
| YTD | +115.6% | +35.6% | +79.9% | +98.2% |
| 1Y | +128.0% | +58.1% | +69.9% | +100.1% |
| 3Y | +371.4% | +93.3% | +278.1% | +283.4% |
| 5Y | +469.4% | +153.7% | +315.7% | +313.7% |
| 10Y | +842.6% | +226.7% | +615.9% | +434.1% |
| All | +842.6% | +221.5% | +621.1% | +434.1% |
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