+146.5%
ASX vs AA
+13.9%
+132.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.8% | -6.7% | -4.9% |
| 7D | -14.6% | +0.9% | -15.5% | -14.9% |
| 30D | -21.1% | -6.4% | -14.6% | -19.2% |
| 3M | -3.1% | -13.0% | +9.9% | +1.3% |
| 6M | +17.4% | -34.6% | +52.0% | +34.7% |
| YTD | +135.3% | -23.0% | +158.4% | +153.6% |
| 1Y | +146.5% | +16.0% | +130.5% | +136.7% |
| All | +146.5% | +13.9% | +132.6% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling