+985.8%
ASX vs EPAM
+157.4%
+828.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | +12.4% | +2.4% | +10.0% | +11.8% |
| 30D | -19.8% | +42.3% | -62.1% | -27.3% |
| 3M | -10.3% | +60.7% | -71.0% | -21.6% |
| 6M | +1.2% | +80.5% | -79.3% | -16.6% |
| YTD | +123.0% | -20.4% | +143.4% | +126.7% |
| 1Y | +145.4% | -9.6% | +155.0% | +140.2% |
| 3Y | +368.6% | -30.5% | +399.1% | +374.1% |
| 5Y | +486.0% | -75.7% | +561.7% | +652.5% |
| All | +985.8% | +157.4% | +828.4% | +502.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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