+249.2%
ASX vs AME
+27.5%
+221.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +6.3% | +2.8% | +3.5% | +3.0% |
| 30D | +6.4% | -6.3% | +12.7% | +14.7% |
| 3M | +13.1% | +5.4% | +7.8% | +9.1% |
| 6M | +90.3% | +7.4% | +82.9% | +80.1% |
| YTD | +149.6% | +16.2% | +133.5% | +126.5% |
| 1Y | +249.2% | +26.8% | +222.4% | +194.8% |
| All | +249.2% | +27.5% | +221.7% | +194.8% |
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