-40.8%
AAL vs ASX
+431.2%
-471.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.4% | -4.5% | -0.6% |
| 7D | +4.6% | -19.9% | +24.5% | +12.9% |
| 30D | +2.6% | -30.9% | +33.4% | +16.1% |
| 3M | -17.8% | -15.1% | -2.7% | -15.5% |
| 6M | +1.9% | -6.5% | +8.3% | -3.9% |
| YTD | -14.0% | +98.4% | -112.5% | -44.5% |
| 1Y | +0.2% | +107.9% | -107.6% | -36.9% |
| 3Y | +13.0% | +325.3% | -312.2% | -54.8% |
| All | -40.8% | +431.2% | -471.9% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling