+146.5%
ASX vs ACM
-46.6%
+193.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.9% | -6.9% | -4.3% |
| 7D | -14.6% | +9.5% | -24.1% | -15.7% |
| 30D | -21.1% | +14.7% | -35.8% | -22.6% |
| 3M | -3.1% | -9.5% | +6.4% | -0.7% |
| 6M | +17.4% | -18.0% | +35.4% | +24.6% |
| YTD | +135.3% | -27.3% | +162.6% | +155.8% |
| 1Y | +146.5% | -47.0% | +193.5% | +181.2% |
| All | +146.5% | -46.6% | +193.1% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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