+145.4%
ASX vs YUM
+9.4%
+136.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -1.5% |
| 7D | +12.4% | +0.1% | +12.3% | +12.5% |
| 30D | -19.8% | +10.0% | -29.8% | -16.8% |
| 3M | -10.3% | +7.5% | -17.8% | -7.4% |
| 6M | +1.2% | +8.8% | -7.6% | +5.0% |
| YTD | +123.0% | +8.2% | +114.8% | +138.3% |
| 1Y | +145.4% | +9.8% | +135.6% | +164.7% |
| All | +145.4% | +9.4% | +136.1% | +164.7% |
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