+146.5%
ASX vs YUM
+15.9%
+130.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.9% | -9.9% | -1.7% |
| 7D | -14.6% | +10.8% | -25.3% | -11.1% |
| 30D | -21.1% | +21.4% | -42.5% | -15.5% |
| 3M | -3.1% | +13.2% | -16.3% | +1.9% |
| 6M | +17.4% | +8.8% | +8.6% | +23.0% |
| YTD | +135.3% | +11.5% | +123.8% | +153.8% |
| 1Y | +146.5% | +13.4% | +133.1% | +168.4% |
| All | +146.5% | +15.9% | +130.6% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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