+261.9%
AMD vs ASX
+298.6%
-36.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -20.8% | +3.5% | -0.9% |
| 7D | -28.6% | -33.3% | +4.7% | -2.2% |
| 30D | -37.7% | -36.5% | -1.3% | -11.9% |
| 3M | -16.1% | -19.2% | +3.1% | -2.5% |
| 6M | +13.8% | -10.2% | +24.1% | +21.2% |
| YTD | +88.8% | +86.5% | +2.4% | +14.7% |
| 1Y | +57.8% | +89.6% | -31.9% | -5.3% |
| All | +261.9% | +298.6% | -36.7% | +14.8% |
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