+107.9%
ASX vs AMIX
-91.4%
+199.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | -19.9% | -16.0% | -3.9% | -19.7% |
| 30D | -30.9% | -55.4% | +24.5% | -30.3% |
| 3M | -15.1% | -87.5% | +72.4% | -13.3% |
| 6M | -6.5% | -81.2% | +74.7% | -4.2% |
| YTD | +98.4% | -86.8% | +185.3% | +102.2% |
| 1Y | +107.9% | -91.6% | +199.4% | +111.4% |
| All | +107.9% | -91.4% | +199.2% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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