+6.4%
AAL vs ASX
+126.1%
-119.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +8.6% | -1.2% | +5.5% |
| 7D | +8.3% | -12.3% | +20.5% | +10.7% |
| 30D | +11.0% | -26.0% | +37.0% | +17.5% |
| 3M | -11.2% | -8.1% | -3.1% | -11.4% |
| 6M | +6.1% | +1.4% | +4.7% | -1.0% |
| YTD | -7.6% | +115.6% | -123.2% | -30.9% |
| All | +6.4% | +126.1% | -119.7% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling