+1,362.0%
AMAT vs ASX
+985.1%
+377.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.0% | +0.5% | -0.8% |
| 7D | +19.3% | +22.1% | -2.8% | +4.0% |
| 30D | -17.9% | -23.8% | +5.8% | -2.1% |
| 3M | -30.4% | -7.6% | -22.8% | -28.0% |
| 6M | -11.4% | +6.9% | -18.4% | -17.6% |
| YTD | +48.8% | +127.7% | -78.9% | -17.8% |
| 1Y | +66.0% | +144.5% | -78.5% | -12.7% |
| 3Y | +158.8% | +377.8% | -219.0% | -16.2% |
| 5Y | +153.2% | +498.2% | -345.0% | -29.9% |
| All | +1,362.0% | +985.1% | +377.0% | +159.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling