+247.2%
AMAT vs ASX
+429.3%
-182.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.1% |
| 7D | -1.5% | -0.7% | -0.8% | -1.0% |
| 30D | -14.8% | +2.0% | -16.8% | -16.5% |
| 3M | -9.3% | -1.3% | -7.9% | -8.7% |
| 6M | +27.4% | +71.4% | -44.0% | -17.2% |
| YTD | +77.6% | +135.3% | -57.8% | -9.8% |
| 1Y | +188.9% | +267.5% | -78.5% | +1.9% |
| 3Y | +202.3% | +388.5% | -186.2% | -18.2% |
| All | +247.2% | +429.3% | -182.1% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling