+11.8%
AAL vs ASX
+366.9%
-355.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +1.0% | -0.4% |
| 7D | -0.1% | +12.4% | -12.5% | -3.7% |
| 30D | +11.7% | -19.8% | +31.5% | +17.7% |
| 3M | -12.5% | -10.3% | -2.2% | -11.9% |
| 6M | +3.6% | +1.2% | +2.4% | -3.4% |
| YTD | -14.1% | +123.0% | -137.1% | -42.8% |
| 1Y | +0.8% | +145.4% | -144.7% | -35.8% |
| 3Y | +11.8% | +368.6% | -356.8% | -53.7% |
| All | +11.8% | +366.9% | -355.1% | -53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling