+107.9%
ASX vs AME
+16.4%
+91.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.5% | +3.9% | +2.6% |
| 7D | -19.9% | -5.2% | -14.8% | -12.4% |
| 30D | -30.9% | -8.0% | -22.9% | -20.2% |
| 3M | -15.1% | -8.9% | -6.2% | -0.5% |
| 6M | -6.5% | -5.0% | -1.5% | +3.9% |
| YTD | +98.4% | +11.9% | +86.6% | +90.3% |
| 1Y | +107.9% | +16.6% | +91.2% | +92.0% |
| All | +107.9% | +16.4% | +91.5% | +92.0% |
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