+145.4%
ASX vs AA
-0.3%
+145.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.3% | -1.3% |
| 7D | +12.4% | +0.5% | +11.9% | +12.2% |
| 30D | -19.8% | -0.6% | -19.2% | -19.1% |
| 3M | -10.3% | -19.7% | +9.3% | -2.7% |
| 6M | +1.2% | -41.6% | +42.8% | +20.1% |
| YTD | +123.0% | -24.6% | +147.7% | +144.4% |
| 1Y | +145.4% | +4.9% | +140.6% | +143.5% |
| All | +145.4% | -0.3% | +145.8% | +143.5% |
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