+98.9%
GOOGL vs ASX
+497.4%
-398.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.5% | -1.2% |
| 7D | +2.6% | -9.1% | +11.8% | +4.4% |
| 30D | -18.3% | -23.6% | +5.3% | -13.2% |
| 3M | -19.6% | -5.6% | -14.0% | -20.5% |
| 6M | -28.2% | +4.7% | -32.9% | -33.9% |
| YTD | -8.0% | +122.6% | -130.6% | -37.1% |
| 1Y | -0.7% | +133.0% | -133.7% | -33.4% |
| 3Y | +118.8% | +367.1% | -248.3% | +3.3% |
| 5Y | +98.9% | +504.7% | -405.9% | -21.3% |
| All | +98.9% | +497.4% | -398.6% | -21.3% |
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