+887.2%
ASX vs AIG
+72.2%
+815.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.1% | +2.1% |
| 7D | -9.1% | +2.2% | -11.4% | -9.8% |
| 30D | -23.6% | +6.9% | -30.4% | -25.4% |
| 3M | -5.6% | +6.8% | -12.4% | -8.1% |
| 6M | +4.7% | +9.2% | -4.5% | +0.3% |
| YTD | +122.6% | -1.9% | +124.5% | +120.6% |
| 1Y | +133.0% | +9.7% | +123.4% | +121.3% |
| 3Y | +367.1% | +37.9% | +329.2% | +300.0% |
| 5Y | +504.7% | +56.8% | +447.9% | +386.3% |
| 10Y | +887.2% | +67.6% | +819.6% | +547.3% |
| All | +887.2% | +72.2% | +815.0% | +547.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling