+11,715.7%
GOOG vs ASX
+4,404.3%
+7,311.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.1% | -0.5% |
| 7D | +3.0% | +12.4% | -9.4% | -0.1% |
| 30D | -14.9% | -19.8% | +4.9% | -11.4% |
| 3M | -14.9% | -10.3% | -4.6% | -14.5% |
| 6M | -26.6% | +1.2% | -27.8% | -30.2% |
| YTD | -6.6% | +123.0% | -129.6% | -28.3% |
| 1Y | +5.1% | +145.4% | -140.4% | -21.4% |
| 3Y | +121.0% | +368.6% | -247.7% | +35.8% |
| 5Y | +97.3% | +486.0% | -388.7% | +12.9% |
| 10Y | +683.2% | +941.0% | -257.8% | +272.0% |
| All | +11,715.7% | +4,404.3% | +7,311.5% | +3,403.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling