+125.7%
ASX vs AME
+21.9%
+103.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.2% | +4.4% | +2.3% |
| 7D | -12.3% | -1.5% | -10.8% | -9.3% |
| 30D | -26.0% | -4.2% | -21.8% | -19.6% |
| 3M | -8.1% | -5.9% | -2.2% | +2.6% |
| 6M | +1.4% | +2.8% | -1.4% | +2.6% |
| YTD | +115.6% | +16.6% | +99.0% | +95.0% |
| All | +125.7% | +21.9% | +103.8% | +97.9% |
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