+299.6%
ASX vs AMC
-72.0%
+371.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.5% | -8.3% | -20.1% |
| 7D | -33.3% | 0.0% | -33.3% | -33.1% |
| 30D | -36.5% | +4.4% | -40.9% | -36.4% |
| 3M | -19.2% | +15.4% | -34.6% | -19.5% |
| 6M | -10.2% | +93.7% | -103.9% | -13.3% |
| YTD | +86.5% | +97.4% | -11.0% | +78.9% |
| 1Y | +89.6% | +23.2% | +66.4% | +85.7% |
| All | +299.6% | -72.0% | +371.6% | +337.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling