+2,793.8%
ASX vs AA
-11.3%
+2,805.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.3% | -15.4% | -19.1% |
| 7D | -33.3% | -3.7% | -29.6% | -32.3% |
| 30D | -36.5% | -10.8% | -25.7% | -33.9% |
| 3M | -19.2% | -19.1% | -0.1% | -13.7% |
| 6M | -10.2% | -38.7% | +28.5% | +4.2% |
| YTD | +86.5% | -27.1% | +113.6% | +102.2% |
| 1Y | +89.6% | +8.3% | +81.3% | +81.5% |
| 3Y | +298.6% | +49.6% | +249.0% | +227.1% |
| 5Y | +414.3% | -15.5% | +429.7% | +359.6% |
| 10Y | +711.1% | +60.9% | +650.2% | +361.1% |
| All | +2,793.8% | -11.3% | +2,805.1% | +1,390.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling