+1,015.2%
ASX vs JAAA
+30.2%
+985.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +22.1% | +0.1% | +22.0% | +21.8% |
| 30D | -23.8% | +0.4% | -24.2% | -24.5% |
| 3M | -7.6% | +1.2% | -8.8% | -10.1% |
| 6M | +6.9% | +2.3% | +4.6% | +1.7% |
| YTD | +127.7% | +4.0% | +123.7% | +109.1% |
| 1Y | +144.5% | +4.8% | +139.7% | +120.7% |
| 3Y | +377.8% | +18.5% | +359.3% | +273.6% |
| 5Y | +498.2% | +27.5% | +470.8% | +324.5% |
| All | +1,015.2% | +30.2% | +985.0% | +641.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling