+107.9%
ASX vs AMC
+24.6%
+83.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.9% | +4.5% | +6.3% |
| 7D | -19.9% | +2.6% | -22.5% | -19.6% |
| 30D | -30.9% | +9.0% | -39.9% | -30.7% |
| 3M | -15.1% | +22.2% | -37.3% | -15.1% |
| 6M | -6.5% | +91.5% | -97.9% | -9.2% |
| YTD | +98.4% | +101.3% | -2.8% | +87.6% |
| 1Y | +107.9% | +20.8% | +87.1% | +124.7% |
| All | +107.9% | +24.6% | +83.3% | +124.7% |
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