+368.6%
ASX vs TECK
+74.1%
+294.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.2% |
| 7D | +12.4% | -0.4% | +12.8% | +12.8% |
| 30D | -19.8% | -7.1% | -12.7% | -15.9% |
| 3M | -10.3% | -5.5% | -4.8% | -6.8% |
| 6M | +1.2% | -9.7% | +10.9% | +7.3% |
| YTD | +123.0% | +26.3% | +96.8% | +104.6% |
| 1Y | +145.4% | +44.4% | +101.1% | +112.6% |
| 3Y | +368.6% | +70.1% | +298.6% | +274.7% |
| All | +368.6% | +74.1% | +294.5% | +274.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling