+2,793.8%
ASX vs AMT
+625.6%
+2,168.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.4% | -20.3% | -20.7% |
| 7D | -33.3% | +4.4% | -37.7% | -33.9% |
| 30D | -36.5% | +17.7% | -54.2% | -38.9% |
| 3M | -19.2% | +16.7% | -35.9% | -22.2% |
| 6M | -10.2% | +11.1% | -21.4% | -13.5% |
| YTD | +86.5% | +13.9% | +72.6% | +78.1% |
| 1Y | +89.6% | +12.5% | +77.1% | +81.5% |
| 3Y | +298.6% | +13.2% | +285.4% | +272.0% |
| 5Y | +414.3% | -17.9% | +432.1% | +412.8% |
| 10Y | +711.1% | +122.8% | +588.3% | +539.5% |
| All | +2,793.8% | +625.6% | +2,168.2% | +1,535.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling