+59.3%
AMAT vs ASX
+133.5%
-74.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.7% | -1.9% |
| 7D | -2.5% | -9.1% | +6.7% | +3.9% |
| 30D | -26.5% | -23.6% | -2.9% | -11.5% |
| 3M | -28.6% | -5.6% | -23.0% | -27.7% |
| 6M | -14.2% | +4.7% | -18.9% | -20.5% |
| YTD | +45.5% | +122.6% | -77.1% | -26.8% |
| 1Y | +59.3% | +133.0% | -73.7% | -22.3% |
| All | +59.3% | +133.5% | -74.1% | -22.3% |
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 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