+208.8%
ASX vs AMDL
+47.6%
+161.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +22.3% | -15.9% | +0.7% |
| 7D | -19.9% | -26.2% | +6.3% | -14.4% |
| 30D | -30.9% | -57.1% | +26.2% | -16.1% |
| 3M | -15.1% | -29.8% | +14.8% | -9.4% |
| 6M | -6.5% | -22.2% | +15.7% | -4.3% |
| YTD | +98.4% | +142.1% | -43.7% | +51.9% |
| 1Y | +107.9% | +85.8% | +22.0% | +65.6% |
| All | +208.8% | +47.6% | +161.2% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling