+325.3%
ASX vs AIG
+30.9%
+294.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.9% | +10.4% | +6.5% |
| 7D | -19.9% | -5.1% | -14.9% | -19.9% |
| 30D | -30.9% | +2.8% | -33.6% | -31.1% |
| 3M | -15.1% | -2.1% | -13.0% | -15.1% |
| 6M | -6.5% | +1.4% | -7.9% | -6.9% |
| YTD | +98.4% | -7.4% | +105.8% | +100.9% |
| 1Y | +107.9% | +4.4% | +103.4% | +103.9% |
| 3Y | +325.3% | +30.0% | +295.3% | +267.0% |
| All | +325.3% | +30.9% | +294.4% | +267.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling