+861.6%
ASX vs AMC
-98.9%
+960.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | +0.1% |
| 7D | -0.7% | +2.3% | -3.0% | -0.8% |
| 30D | +2.0% | -0.7% | +2.7% | +2.0% |
| 3M | -1.3% | +35.2% | -36.5% | -2.1% |
| 6M | +71.4% | +124.6% | -53.1% | +68.2% |
| YTD | +135.3% | +69.9% | +65.5% | +131.9% |
| 1Y | +267.5% | -2.6% | +270.1% | +265.4% |
| 3Y | +388.5% | -79.8% | +468.3% | +392.2% |
| 5Y | +417.1% | -99.4% | +516.5% | +434.6% |
| All | +861.6% | -98.9% | +960.5% | +827.3% |
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