+368.6%
ASX vs ACM
-9.1%
+377.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.2% |
| 7D | +12.4% | +5.6% | +6.8% | +10.2% |
| 30D | -19.8% | +20.8% | -40.6% | -25.0% |
| 3M | -10.3% | +11.4% | -21.7% | -14.1% |
| 6M | +1.2% | +0.9% | +0.3% | -0.3% |
| YTD | +123.0% | -24.8% | +147.8% | +150.1% |
| 1Y | +145.4% | -46.4% | +191.9% | +233.6% |
| 3Y | +368.6% | -9.2% | +377.9% | +355.4% |
| All | +368.6% | -9.1% | +377.7% | +355.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling