+133.0%
ASX vs AME
+21.9%
+111.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.2% | +3.2% |
| 7D | -9.1% | -4.1% | -5.0% | -2.3% |
| 30D | -23.6% | -4.1% | -19.5% | -17.0% |
| 3M | -5.6% | -5.6% | 0.0% | +5.0% |
| 6M | +4.7% | +2.8% | +1.8% | +5.9% |
| YTD | +122.6% | +16.6% | +106.0% | +101.2% |
| 1Y | +133.0% | +21.1% | +111.9% | +104.3% |
| All | +133.0% | +21.9% | +111.1% | +104.3% |
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