+146.5%
ASX vs AME
+21.1%
+125.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.6% | +0.7% | +2.4% |
| 7D | -14.6% | -4.4% | -10.1% | -8.9% |
| 30D | -21.1% | -5.9% | -15.2% | -13.6% |
| 3M | -3.1% | -6.5% | +3.5% | +7.4% |
| 6M | +17.4% | +3.2% | +14.2% | +16.7% |
| YTD | +135.3% | +16.0% | +119.3% | +110.0% |
| 1Y | +146.5% | +20.4% | +126.1% | +112.4% |
| All | +146.5% | +21.1% | +125.4% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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