+842.6%
ASX vs AMC
-98.6%
+941.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.3% | +0.4% | +8.5% |
| 7D | -12.3% | +6.6% | -18.9% | -12.3% |
| 30D | -26.0% | +14.1% | -40.1% | -26.1% |
| 3M | -8.1% | +31.3% | -39.4% | -8.5% |
| 6M | +1.4% | +126.7% | -125.3% | -0.4% |
| YTD | +115.6% | +117.9% | -2.4% | +111.5% |
| 1Y | +128.0% | +41.1% | +86.9% | +125.4% |
| 3Y | +371.4% | -61.0% | +432.4% | +371.2% |
| 5Y | +469.4% | -99.1% | +568.6% | +485.8% |
| 10Y | +842.6% | -98.7% | +941.3% | +805.8% |
| All | +842.6% | -98.6% | +941.3% | +805.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling