+144.5%
ASX vs AIG
+11.2%
+133.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -4.2% |
| 7D | +22.1% | +2.0% | +20.1% | +22.7% |
| 30D | -23.8% | +6.3% | -30.1% | -22.1% |
| 3M | -7.6% | +9.2% | -16.8% | -4.8% |
| 6M | +6.9% | +9.5% | -2.6% | +10.8% |
| YTD | +127.7% | -1.6% | +129.3% | +132.0% |
| 1Y | +144.5% | +8.5% | +136.1% | +144.1% |
| All | +144.5% | +11.2% | +133.3% | +144.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling