+19.3%
ARM vs ASX
+144.4%
-125.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.9% | -1.3% | -2.0% |
| 7D | -18.7% | -14.6% | -4.1% | -7.3% |
| 30D | -36.7% | -21.1% | -15.6% | -23.4% |
| 3M | -31.6% | -3.1% | -28.6% | -30.3% |
| 6M | -5.6% | +17.4% | -23.0% | -18.8% |
| YTD | +75.5% | +135.3% | -59.9% | -8.4% |
| 1Y | +19.3% | +146.5% | -127.2% | -39.6% |
| All | +19.3% | +144.4% | -125.1% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling