+398.5%
ASX vs AME
+62.6%
+336.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.6% | +6.0% | +6.0% |
| 7D | +0.8% | +1.1% | -0.3% | +1.0% |
| 30D | -20.4% | -4.1% | -16.3% | -15.7% |
| 3M | -2.1% | -6.3% | +4.2% | +5.9% |
| 6M | +8.2% | +3.5% | +4.7% | +9.1% |
| YTD | +137.3% | +17.3% | +120.0% | +119.6% |
| 1Y | +155.0% | +22.0% | +133.0% | +129.8% |
| All | +398.5% | +62.6% | +336.0% | +275.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling