+582.3%
ASX vs AFRM
-20.4%
+602.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.6% |
| 7D | -0.7% | -7.0% | +6.2% | +0.3% |
| 30D | +2.0% | -7.8% | +9.8% | +3.0% |
| 3M | -1.3% | +5.3% | -6.6% | -2.2% |
| 6M | +71.4% | +42.6% | +28.8% | +61.9% |
| YTD | +135.3% | -2.8% | +138.1% | +133.5% |
| 1Y | +267.5% | -19.3% | +286.8% | +271.8% |
| 3Y | +388.5% | +231.0% | +157.5% | +269.3% |
| 5Y | +417.1% | -22.2% | +439.3% | +301.8% |
| All | +582.3% | -20.4% | +602.7% | +423.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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