-27.6%
AAL vs ASX
+3,945.8%
-3,973.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.4% | -4.5% | -0.6% |
| 7D | +4.6% | -19.9% | +24.5% | +13.0% |
| 30D | +2.6% | -30.9% | +33.4% | +16.2% |
| 3M | -17.8% | -15.1% | -2.7% | -15.2% |
| 6M | +1.9% | -6.5% | +8.3% | -2.3% |
| YTD | -14.0% | +98.4% | -112.5% | -40.6% |
| 1Y | +0.2% | +107.9% | -107.6% | -32.3% |
| 3Y | +13.0% | +325.3% | -312.2% | -45.8% |
| 5Y | -39.6% | +447.3% | -486.9% | -74.4% |
| 10Y | -65.7% | +763.2% | -828.9% | -89.1% |
| All | -27.6% | +3,945.8% | -3,973.4% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling