+432.3%
ASX vs ACM
+5.0%
+427.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | -3.7% | +3.0% | +1.1% |
| 30D | +2.0% | -11.1% | +13.1% | +7.1% |
| 3M | -1.3% | -8.0% | +6.6% | +1.2% |
| 6M | +71.4% | -29.7% | +101.1% | +103.7% |
| YTD | +135.3% | -29.4% | +164.7% | +175.5% |
| 1Y | +267.5% | -46.4% | +313.9% | +405.7% |
| 3Y | +388.5% | -22.3% | +410.8% | +418.1% |
| All | +432.3% | +5.0% | +427.3% | +356.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling