+326.1%
ASX vs AMIX
-99.9%
+426.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.2% |
| 7D | -0.7% | -13.7% | +13.0% | -0.6% |
| 30D | +2.0% | -62.1% | +64.1% | +2.7% |
| 3M | -1.3% | -46.2% | +44.8% | -2.9% |
| 6M | +71.4% | -46.4% | +117.9% | +68.6% |
| YTD | +135.3% | -60.3% | +195.6% | +131.0% |
| 1Y | +267.5% | -79.7% | +347.1% | +260.5% |
| All | +326.1% | -99.9% | +426.0% | +263.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling