+269.3%
ASX vs AMDL
+119.6%
+149.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +14.3% | -7.7% | +2.9% |
| 7D | +0.8% | +18.5% | -17.7% | -4.7% |
| 30D | -20.4% | -24.2% | +3.8% | -16.7% |
| 3M | -2.1% | +11.5% | -13.6% | -7.7% |
| 6M | +8.2% | -1.0% | +9.2% | +2.9% |
| YTD | +137.3% | +260.3% | -123.0% | +62.9% |
| 1Y | +155.0% | +178.2% | -23.1% | +82.2% |
| All | +269.3% | +119.6% | +149.7% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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