+337.5%
AMD vs ASX
+429.3%
-91.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.5% |
| 7D | +2.6% | -0.7% | +3.3% | +3.1% |
| 30D | -0.9% | +2.0% | -2.9% | -3.2% |
| 3M | -8.7% | -1.3% | -7.4% | -8.8% |
| 6M | +136.3% | +71.4% | +64.9% | +48.2% |
| YTD | +123.0% | +135.3% | -12.3% | +6.0% |
| 1Y | +195.2% | +267.5% | -72.3% | -5.4% |
| 3Y | +336.3% | +388.5% | -52.1% | +2.7% |
| All | +337.5% | +429.3% | -91.8% | -12.7% |
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