+296.4%
ARM vs ASX
+413.3%
-116.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.7% |
| 7D | +5.5% | -0.7% | +6.2% | +6.1% |
| 30D | -8.2% | +2.0% | -10.2% | -10.2% |
| 3M | -35.9% | -1.3% | -34.6% | -36.2% |
| 6M | +103.1% | +71.4% | +31.7% | +18.6% |
| YTD | +130.6% | +135.3% | -4.7% | -3.8% |
| 1Y | +86.1% | +267.5% | -181.4% | -53.2% |
| All | +296.4% | +413.3% | -116.9% | -32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling