+963.7%
ASX vs AFL
+300.4%
+663.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.2% |
| 7D | +6.5% | -3.3% | +9.8% | +7.9% |
| 30D | +3.1% | -5.0% | +8.1% | +5.1% |
| 3M | +17.4% | -1.8% | +19.1% | +17.2% |
| 6M | +85.4% | +4.8% | +80.6% | +79.0% |
| YTD | +150.1% | +5.4% | +144.6% | +140.4% |
| 1Y | +256.3% | +9.0% | +247.3% | +235.5% |
| 3Y | +446.9% | +63.0% | +383.8% | +314.5% |
| 5Y | +447.1% | +134.5% | +312.6% | +241.8% |
| All | +963.7% | +300.4% | +663.3% | +444.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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