+144.5%
ASX vs AME
+22.2%
+122.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.9% |
| 7D | +22.1% | +8.1% | +14.0% | +8.9% |
| 30D | -23.8% | -3.8% | -20.0% | -17.8% |
| 3M | -7.6% | -6.6% | -1.0% | +3.9% |
| 6M | +6.9% | +4.6% | +2.4% | +5.8% |
| YTD | +127.7% | +17.9% | +109.7% | +102.9% |
| 1Y | +144.5% | +23.2% | +121.3% | +111.2% |
| All | +144.5% | +22.2% | +122.3% | +111.2% |
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