+476.3%
ASX vs YUM
+20.9%
+455.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.5% | +3.7% |
| 7D | +11.1% | -4.0% | +15.2% | +11.4% |
| 30D | +9.6% | -0.1% | +9.7% | +9.4% |
| 3M | +18.6% | -4.3% | +22.9% | +18.6% |
| 6M | +92.1% | -8.7% | +100.9% | +93.7% |
| YTD | +158.5% | -3.1% | +161.6% | +157.2% |
| 1Y | +271.9% | +1.0% | +270.9% | +265.8% |
| All | +476.3% | +20.9% | +455.4% | +420.1% |
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