+3,354.6%
ASX vs AIG
-92.5%
+3,447.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.1% | +2.7% |
| 7D | -9.1% | +2.2% | -11.4% | -9.5% |
| 30D | -23.6% | +6.9% | -30.4% | -24.5% |
| 3M | -5.6% | +6.8% | -12.4% | -6.8% |
| 6M | +4.7% | +9.2% | -4.5% | +2.5% |
| YTD | +122.6% | -1.9% | +124.5% | +121.5% |
| 1Y | +133.0% | +9.7% | +123.4% | +127.4% |
| 3Y | +367.1% | +37.9% | +329.2% | +335.9% |
| 5Y | +504.7% | +56.8% | +447.9% | +450.3% |
| 10Y | +887.2% | +67.6% | +819.6% | +754.4% |
| All | +3,354.6% | -92.5% | +3,447.2% | +3,967.8% |
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