+1,032.8%
ASX vs AMC
-97.8%
+1,130.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.5% | -8.3% | -20.5% |
| 7D | -33.3% | 0.0% | -33.3% | -33.3% |
| 30D | -36.5% | +4.4% | -40.9% | -36.5% |
| 3M | -19.2% | +15.4% | -34.6% | -19.4% |
| 6M | -10.2% | +93.7% | -103.9% | -11.7% |
| YTD | +86.5% | +97.4% | -11.0% | +83.0% |
| 1Y | +89.6% | +23.2% | +66.4% | +87.7% |
| 3Y | +298.6% | -71.3% | +369.9% | +300.6% |
| 5Y | +414.3% | -99.3% | +513.5% | +433.5% |
| 10Y | +711.1% | -98.7% | +809.8% | +745.3% |
| All | +1,032.8% | -97.8% | +1,130.5% | +954.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling