+368.1%
ASX vs AMIX
-99.9%
+467.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.8% | +3.5% |
| 7D | +11.1% | +1.6% | +9.6% | +11.1% |
| 30D | +9.6% | -50.8% | +60.4% | +10.1% |
| 3M | +18.6% | -46.3% | +64.9% | +16.7% |
| 6M | +92.1% | -49.9% | +142.0% | +88.9% |
| YTD | +158.5% | -60.4% | +218.9% | +153.8% |
| 1Y | +271.9% | -81.7% | +353.6% | +264.6% |
| All | +368.1% | -99.9% | +467.9% | +298.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling