+2,122.6%
AMAT vs ASX
+3,515.0%
-1,392.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | -1.5% | -0.7% | -0.8% | -1.2% |
| 30D | -14.8% | +2.0% | -16.8% | -15.7% |
| 3M | -9.3% | -1.3% | -7.9% | -8.0% |
| 6M | +27.4% | +71.4% | -44.0% | +2.5% |
| YTD | +77.6% | +135.3% | -57.8% | +25.4% |
| 1Y | +188.9% | +267.5% | -78.5% | +69.0% |
| 3Y | +202.3% | +388.5% | -186.2% | +59.0% |
| 5Y | +248.9% | +417.1% | -168.2% | +80.6% |
| 10Y | +1,585.2% | +872.7% | +712.5% | +584.5% |
| All | +2,122.6% | +3,515.0% | -1,392.5% | +278.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling