+17.2%
ARM vs ASX
+133.5%
-116.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.3% | -5.8% | -5.2% |
| 7D | -10.4% | -9.1% | -1.2% | -4.3% |
| 30D | -31.8% | -23.6% | -8.3% | -16.6% |
| 3M | -32.2% | -5.6% | -26.6% | -30.4% |
| 6M | -14.9% | +4.7% | -19.6% | -21.0% |
| YTD | +66.0% | +122.6% | -56.6% | -11.9% |
| 1Y | +17.2% | +133.0% | -115.8% | -39.8% |
| All | +17.2% | +133.5% | -116.3% | -39.8% |
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 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