-66.0%
AAL vs ASX
+918.4%
-984.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.1% | -7.8% | -4.1% |
| 7D | -0.3% | +6.3% | -6.6% | -2.9% |
| 30D | -19.0% | +6.4% | -25.4% | -21.4% |
| 3M | -5.1% | +13.1% | -18.2% | -12.2% |
| 6M | +15.5% | +90.3% | -74.8% | -15.7% |
| YTD | -15.8% | +149.6% | -165.4% | -45.9% |
| 1Y | -0.3% | +249.2% | -249.5% | -45.2% |
| 3Y | -7.7% | +445.9% | -453.5% | -60.0% |
| 5Y | -32.5% | +477.7% | -510.2% | -72.5% |
| 10Y | -66.0% | +913.4% | -979.4% | -90.7% |
| All | -66.0% | +918.4% | -984.3% | -90.7% |
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 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