+992.0%
ASX vs AIG
+63.9%
+928.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.1% | +3.4% |
| 7D | +11.1% | -1.4% | +12.6% | +11.6% |
| 30D | +9.6% | -3.3% | +12.9% | +10.7% |
| 3M | +18.6% | +2.2% | +16.5% | +17.0% |
| 6M | +92.1% | -2.1% | +94.2% | +91.5% |
| YTD | +158.5% | -11.2% | +169.7% | +165.7% |
| 1Y | +271.9% | -2.1% | +274.0% | +266.4% |
| 3Y | +465.2% | +34.4% | +430.9% | +388.5% |
| 5Y | +479.4% | +53.7% | +425.7% | +370.0% |
| 10Y | +992.0% | +64.4% | +927.6% | +608.1% |
| All | +992.0% | +63.9% | +928.1% | +608.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AIG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling