+1,007.5%
ASX vs AMT
+134.0%
+873.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.1% | +6.7% | +6.6% |
| 7D | +0.8% | -2.4% | +3.2% | +1.3% |
| 30D | -20.4% | +4.2% | -24.6% | -21.4% |
| 3M | -2.1% | +13.4% | -15.6% | -5.3% |
| 6M | +8.2% | +9.4% | -1.2% | +4.4% |
| YTD | +137.3% | +11.7% | +125.6% | +126.6% |
| 1Y | +155.0% | +7.1% | +147.9% | +146.4% |
| 3Y | +397.9% | +15.1% | +382.9% | +346.5% |
| 5Y | +529.2% | -17.9% | +547.1% | +534.1% |
| 10Y | +1,007.5% | +133.5% | +874.0% | +723.5% |
| All | +1,007.5% | +134.0% | +873.5% | +723.5% |
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