-27.8%
AAL vs ASX
+4,697.9%
-4,725.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -3.7% | -0.7% | -3.0% | -3.5% |
| 30D | -20.8% | +2.0% | -22.8% | -21.7% |
| 3M | -1.3% | -1.3% | +0.1% | -3.6% |
| 6M | +5.4% | +71.4% | -66.1% | -19.1% |
| YTD | -14.4% | +135.3% | -149.7% | -43.0% |
| 1Y | +2.1% | +267.5% | -265.4% | -44.4% |
| 3Y | -10.6% | +388.5% | -399.0% | -58.1% |
| 5Y | -32.2% | +417.1% | -449.3% | -69.9% |
| 10Y | -62.7% | +872.7% | -935.5% | -88.4% |
| All | -27.8% | +4,697.9% | -4,725.8% | -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 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