+125.7%
ASX vs AA
+9.4%
+116.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.8% | +2.9% | +6.2% |
| 7D | -12.3% | +4.8% | -17.1% | -13.5% |
| 30D | -26.0% | -0.6% | -25.4% | -25.5% |
| 3M | -8.1% | -16.3% | +8.2% | -2.2% |
| 6M | +1.4% | -33.4% | +34.8% | +16.0% |
| YTD | +115.6% | -20.7% | +136.3% | +130.7% |
| All | +125.7% | +9.4% | +116.3% | +120.1% |
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