+4,662.5%
ASX vs TECK
+2,028.7%
+2,633.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.0% | +1.7% | +6.9% |
| 7D | -12.3% | +3.1% | -15.4% | -12.6% |
| 30D | -26.0% | -5.0% | -21.0% | -24.6% |
| 3M | -8.1% | -2.6% | -5.5% | -7.0% |
| 6M | +1.4% | 0.0% | +1.4% | +2.4% |
| YTD | +115.6% | +35.6% | +79.9% | +101.4% |
| 1Y | +128.0% | +58.1% | +69.9% | +104.9% |
| 3Y | +371.4% | +93.3% | +278.1% | +297.6% |
| 5Y | +469.4% | +153.7% | +315.7% | +335.5% |
| 10Y | +842.6% | +226.7% | +615.9% | +504.3% |
| All | +4,662.5% | +2,028.7% | +2,633.8% | +1,717.3% |
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