+842.6%
ASX vs AMT
+116.9%
+725.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.5% | +8.6% |
| 7D | -12.3% | +0.4% | -12.7% | -12.4% |
| 30D | -26.0% | +3.7% | -29.7% | -26.8% |
| 3M | -8.1% | +10.7% | -18.8% | -10.6% |
| 6M | +1.4% | +9.3% | -7.9% | -2.2% |
| YTD | +115.6% | +10.9% | +104.6% | +106.1% |
| 1Y | +128.0% | +10.5% | +117.5% | +118.1% |
| 3Y | +371.4% | +15.5% | +355.9% | +321.5% |
| 5Y | +469.4% | -20.6% | +490.0% | +480.9% |
| 10Y | +842.6% | +124.5% | +718.1% | +607.5% |
| All | +842.6% | +116.9% | +725.8% | +607.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling