+858.4%
ASX vs AA
+113.3%
+745.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.7% |
| 7D | -0.7% | -0.7% | 0.0% | -0.5% |
| 30D | +2.0% | +5.0% | -3.0% | +0.6% |
| 3M | -1.3% | -35.8% | +34.5% | +9.5% |
| 6M | +71.4% | -18.4% | +89.8% | +78.5% |
| YTD | +135.3% | -5.5% | +140.8% | +135.5% |
| 1Y | +267.5% | +61.0% | +206.5% | +221.8% |
| 3Y | +388.5% | +66.2% | +322.3% | +307.8% |
| 5Y | +417.1% | +11.4% | +405.7% | +345.8% |
| All | +858.4% | +113.3% | +745.1% | +497.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling