+132.8%
AMAT vs ASX
+298.6%
-165.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -20.8% | +7.2% | +1.7% |
| 7D | -24.3% | -33.3% | +9.0% | +0.9% |
| 30D | -39.8% | -36.5% | -3.3% | -17.3% |
| 3M | -40.2% | -19.2% | -21.0% | -32.0% |
| 6M | -22.1% | -10.2% | -11.9% | -18.5% |
| YTD | +24.7% | +86.5% | -61.8% | -24.1% |
| 1Y | +33.3% | +89.6% | -56.4% | -19.9% |
| All | +132.8% | +298.6% | -165.8% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling