+137.7%
GOOGL vs ASX
+472.4%
-334.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -1.9% |
| 7D | +1.1% | +6.3% | -5.2% | -0.8% |
| 30D | -4.4% | +6.4% | -10.9% | -6.6% |
| 3M | -6.8% | +13.1% | -20.0% | -12.8% |
| 6M | +13.6% | +90.3% | -76.7% | -13.5% |
| YTD | +8.3% | +149.6% | -141.3% | -26.2% |
| 1Y | +44.9% | +249.2% | -204.2% | -13.8% |
| 3Y | +150.5% | +445.9% | -295.4% | +16.8% |
| 5Y | +137.7% | +477.7% | -340.0% | +0.7% |
| All | +137.7% | +472.4% | -334.7% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling