+3.6%
GOOG vs ASX
+144.4%
-140.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.9% | +7.2% | +3.7% |
| 7D | -10.7% | -14.6% | +3.8% | -9.3% |
| 30D | -16.4% | -21.1% | +4.6% | -14.5% |
| 3M | -23.4% | -3.1% | -20.3% | -23.5% |
| 6M | -24.2% | +17.4% | -41.6% | -28.2% |
| YTD | -8.3% | +135.3% | -143.6% | -27.1% |
| 1Y | +3.6% | +146.5% | -142.9% | -19.0% |
| All | +3.6% | +144.4% | -140.8% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling