+459.6%
ASX vs AIG
+52.7%
+406.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +6.7% |
| 7D | +6.3% | -1.6% | +7.9% | +6.8% |
| 30D | +6.4% | -5.2% | +11.6% | +8.0% |
| 3M | +13.1% | +1.5% | +11.7% | +11.8% |
| 6M | +90.3% | -3.9% | +94.2% | +90.9% |
| YTD | +149.6% | -11.6% | +161.2% | +157.4% |
| 1Y | +249.2% | -2.9% | +252.1% | +244.0% |
| 3Y | +445.9% | +33.7% | +412.2% | +355.0% |
| All | +459.6% | +52.7% | +406.9% | +333.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling