+953.3%
ASX vs YUM
+171.3%
+782.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | 0.0% |
| 7D | +5.2% | -6.1% | +11.3% | +8.2% |
| 30D | +0.5% | -5.8% | +6.3% | +2.9% |
| 3M | +8.3% | -7.6% | +16.0% | +11.0% |
| 6M | +82.0% | -9.1% | +91.2% | +87.1% |
| YTD | +147.6% | -5.5% | +153.1% | +148.8% |
| 1Y | +258.8% | -3.7% | +262.6% | +253.4% |
| 3Y | +452.1% | +17.8% | +434.3% | +376.1% |
| 5Y | +441.7% | +19.3% | +422.5% | +360.2% |
| All | +953.3% | +171.3% | +782.0% | +488.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling