+146.5%
ASX vs CHYM
+71.1%
+75.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.9% | -9.9% | -4.6% |
| 7D | -14.6% | +3.7% | -18.3% | -14.9% |
| 30D | -21.1% | +5.6% | -26.7% | -21.5% |
| 3M | -3.1% | +19.7% | -22.8% | -6.3% |
| 6M | +17.4% | +35.3% | -17.9% | +10.4% |
| YTD | +135.3% | +18.7% | +116.7% | +121.7% |
| 1Y | +146.5% | +67.8% | +78.7% | +112.3% |
| All | +146.5% | +71.1% | +75.4% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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