+155.0%
ASX vs AA
+6.6%
+148.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.7% | +3.9% | +5.5% |
| 7D | +0.8% | +1.1% | -0.3% | +0.8% |
| 30D | -20.4% | -1.3% | -19.2% | -19.7% |
| 3M | -2.1% | -23.9% | +21.8% | +7.5% |
| 6M | +8.2% | -36.8% | +45.0% | +25.3% |
| YTD | +137.3% | -22.2% | +159.4% | +156.3% |
| 1Y | +155.0% | +10.4% | +144.7% | +150.7% |
| All | +155.0% | +6.6% | +148.4% | +150.7% |
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