+188.9%
AMAT vs ASX
+272.9%
-84.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | -1.5% | -0.7% | -0.8% | -1.1% |
| 30D | -14.8% | +2.0% | -16.8% | -16.4% |
| 3M | -9.3% | -1.3% | -7.9% | -8.7% |
| 6M | +27.4% | +71.4% | -44.0% | -9.5% |
| YTD | +77.6% | +135.3% | -57.8% | +7.5% |
| 1Y | +188.9% | +267.5% | -78.5% | +55.6% |
| All | +188.9% | +272.9% | -84.0% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling