-66.0%
AAL vs ASX
+999.3%
-1,065.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.6% | -6.7% | -2.6% |
| 7D | +3.4% | +0.8% | +2.6% | +2.0% |
| 30D | +11.7% | -20.4% | +32.2% | +19.5% |
| 3M | -7.8% | -2.1% | -5.6% | -10.1% |
| 6M | +10.2% | +8.2% | +2.0% | -0.4% |
| YTD | -8.0% | +137.3% | -145.3% | -41.6% |
| 1Y | +8.5% | +155.0% | -146.5% | -33.4% |
| 3Y | +19.5% | +397.9% | -378.4% | -48.0% |
| 5Y | -33.9% | +529.2% | -563.1% | -74.7% |
| 10Y | -66.0% | +1,007.5% | -1,073.5% | -91.2% |
| All | -66.0% | +999.3% | -1,065.3% | -91.2% |
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