+4,817.8%
ASX vs TECK
+1,968.8%
+2,849.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.8% | +6.1% | +4.0% |
| 7D | -9.1% | +1.7% | -10.8% | -9.2% |
| 30D | -23.6% | -7.6% | -15.9% | -21.6% |
| 3M | -5.6% | -5.9% | +0.3% | -3.6% |
| 6M | +4.7% | -2.8% | +7.5% | +6.5% |
| YTD | +122.6% | +31.8% | +90.8% | +109.3% |
| 1Y | +133.0% | +49.1% | +83.9% | +112.4% |
| 3Y | +367.1% | +83.0% | +284.1% | +299.0% |
| 5Y | +504.7% | +150.6% | +354.1% | +363.9% |
| 10Y | +887.2% | +219.0% | +668.3% | +536.6% |
| All | +4,817.8% | +1,968.8% | +2,849.0% | +1,789.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling