+398.5%
ASX vs YUM
+35.3%
+363.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -3.7% | +4.5% | +0.7% |
| 30D | -20.4% | +9.2% | -29.6% | -20.4% |
| 3M | -2.1% | +11.2% | -13.4% | -2.2% |
| 6M | +8.2% | +7.7% | +0.6% | +7.9% |
| YTD | +137.3% | +7.5% | +129.8% | +136.4% |
| 1Y | +155.0% | +8.3% | +146.7% | +153.5% |
| All | +398.5% | +35.3% | +363.3% | +349.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling