+10.3%
ARM vs ASX
+105.3%
-95.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.4% | -1.7% | -0.5% |
| 7D | -15.2% | -19.9% | +4.7% | +0.6% |
| 30D | -40.7% | -30.9% | -9.8% | -21.2% |
| 3M | -39.1% | -15.1% | -24.0% | -31.7% |
| 6M | -26.4% | -6.5% | -19.9% | -24.9% |
| YTD | +59.7% | +98.4% | -38.7% | -7.7% |
| 1Y | +10.3% | +107.9% | -97.5% | -38.4% |
| All | +10.3% | +105.3% | -95.0% | -38.4% |
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