+3,552.3%
ASX vs AIG
-93.1%
+3,645.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.4% |
| 7D | -0.7% | -0.9% | +0.2% | -0.6% |
| 30D | +2.0% | -4.9% | +6.9% | +2.8% |
| 3M | -1.3% | +4.5% | -5.8% | -2.4% |
| 6M | +71.4% | -1.4% | +72.9% | +71.1% |
| YTD | +135.3% | -9.8% | +145.1% | +138.0% |
| 1Y | +267.5% | -4.5% | +272.0% | +266.9% |
| 3Y | +388.5% | +37.4% | +351.0% | +356.8% |
| 5Y | +417.1% | +55.0% | +362.1% | +372.4% |
| 10Y | +872.7% | +63.7% | +809.1% | +747.8% |
| All | +3,552.3% | -93.1% | +3,645.4% | +4,269.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling