+16.6%
AGG vs ASX
+962.9%
-946.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | -0.1% |
| 7D | -1.5% | +12.4% | -13.9% | -1.7% |
| 30D | +0.6% | -19.8% | +20.4% | +0.9% |
| 3M | -1.6% | -10.3% | +8.7% | -1.6% |
| 6M | -1.6% | +1.2% | -2.8% | -1.9% |
| YTD | -1.5% | +123.0% | -124.5% | -3.0% |
| 1Y | -1.1% | +145.4% | -146.5% | -2.7% |
| 3Y | +13.6% | +368.6% | -355.0% | +10.4% |
| 5Y | -1.7% | +486.0% | -487.7% | -5.1% |
| All | +16.6% | +962.9% | -946.3% | +10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling