+299.5%
AMD vs ASX
+494.3%
-194.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.0% | +9.9% | +9.3% |
| 7D | +44.7% | +22.1% | +22.6% | +22.6% |
| 30D | -3.3% | -23.8% | +20.4% | +20.4% |
| 3M | +21.2% | -7.6% | +28.8% | +27.0% |
| 6M | +30.6% | +6.9% | +23.6% | +19.0% |
| YTD | +173.3% | +127.7% | +45.6% | +30.1% |
| 1Y | +126.1% | +144.5% | -18.4% | +1.2% |
| 3Y | +393.5% | +377.8% | +15.8% | +12.8% |
| All | +299.5% | +494.3% | -194.8% | -27.9% |
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