+13.3%
AGG vs ASX
+471.1%
-457.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.8% | -0.3% |
| 7D | -0.2% | +11.1% | -11.3% | -0.3% |
| 30D | -0.2% | +9.6% | -9.8% | -0.4% |
| 3M | -0.7% | +18.6% | -19.3% | -1.1% |
| 6M | -1.8% | +92.1% | -93.9% | -2.8% |
| YTD | -0.6% | +158.5% | -159.1% | -2.0% |
| 1Y | +0.4% | +271.9% | -271.5% | -1.5% |
| All | +13.3% | +471.1% | -457.8% | +7.5% |
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