-65.4%
AAL vs ASX
+849.3%
-914.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +8.6% | -1.2% | +4.1% |
| 7D | +8.3% | -12.3% | +20.5% | +12.7% |
| 30D | +11.0% | -26.0% | +37.0% | +22.1% |
| 3M | -11.2% | -8.1% | -3.1% | -11.3% |
| 6M | +6.1% | +1.4% | +4.7% | -1.7% |
| YTD | -7.6% | +115.6% | -123.2% | -39.0% |
| 1Y | +3.7% | +128.0% | -124.3% | -33.3% |
| 3Y | +20.5% | +371.4% | -350.9% | -46.3% |
| 5Y | -36.4% | +469.4% | -505.8% | -74.6% |
| 10Y | -65.4% | +842.6% | -908.1% | -90.4% |
| All | -65.4% | +849.3% | -914.8% | -90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling