+126.0%
GOOGL vs ASX
+366.9%
-240.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.1% | -0.6% |
| 7D | +3.9% | +12.4% | -8.5% | +1.5% |
| 30D | -14.9% | -19.8% | +4.9% | -12.2% |
| 3M | -14.6% | -10.3% | -4.2% | -14.2% |
| 6M | -26.4% | +1.2% | -27.7% | -29.8% |
| YTD | -5.3% | +123.0% | -128.3% | -28.7% |
| 1Y | +6.5% | +145.4% | -139.0% | -22.2% |
| 3Y | +126.0% | +368.6% | -242.6% | +33.8% |
| All | +126.0% | +366.9% | -240.9% | +33.8% |
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