+143.8%
GOOGL vs ASX
+471.1%
-327.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.5% | -5.8% | -3.0% |
| 7D | -1.9% | +11.1% | -13.0% | -4.2% |
| 30D | -7.5% | +9.6% | -17.1% | -9.6% |
| 3M | -9.2% | +18.6% | -27.8% | -14.4% |
| 6M | +8.1% | +92.1% | -84.1% | -13.0% |
| YTD | +5.8% | +158.5% | -152.6% | -22.7% |
| 1Y | +38.3% | +271.9% | -233.5% | -10.2% |
| All | +143.8% | +471.1% | -327.3% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling