+133.0%
ASX vs AMT
+12.4%
+120.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.5% | +3.6% |
| 7D | -9.1% | +1.6% | -10.8% | -8.4% |
| 30D | -23.6% | +4.5% | -28.0% | -21.8% |
| 3M | -5.6% | +13.8% | -19.4% | -0.3% |
| 6M | +4.7% | +10.0% | -5.4% | +10.2% |
| YTD | +122.6% | +11.8% | +110.8% | +133.6% |
| 1Y | +133.0% | +10.2% | +122.8% | +145.5% |
| All | +133.0% | +12.4% | +120.6% | +145.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling