+145.4%
ASX vs AMC
+33.2%
+112.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -1.8% |
| 7D | +12.4% | +3.5% | +8.9% | +12.1% |
| 30D | -19.8% | +12.5% | -32.3% | -19.7% |
| 3M | -10.3% | +23.6% | -33.9% | -10.4% |
| 6M | +1.2% | +144.4% | -143.1% | -3.9% |
| YTD | +123.0% | +108.3% | +14.7% | +111.6% |
| 1Y | +145.4% | +38.9% | +106.5% | +159.0% |
| All | +145.4% | +33.2% | +112.2% | +159.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling