+307.0%
ASX vs CHYM
-24.9%
+331.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.3% | +10.4% | +6.4% |
| 7D | +6.3% | +2.1% | +4.3% | +6.1% |
| 30D | +6.4% | +11.0% | -4.6% | +5.3% |
| 3M | +13.1% | +83.9% | -70.7% | +6.4% |
| 6M | +90.3% | +45.3% | +45.0% | +81.3% |
| YTD | +149.6% | +28.4% | +121.3% | +138.5% |
| 1Y | +249.2% | +32.2% | +217.0% | +232.3% |
| All | +307.0% | -24.9% | +331.8% | +285.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling