+447.1%
ASX vs YUM
+21.6%
+425.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.9% |
| 7D | +6.5% | -5.2% | +11.7% | +8.5% |
| 30D | +3.1% | -0.1% | +3.2% | +2.8% |
| 3M | +17.4% | -4.3% | +21.7% | +18.0% |
| 6M | +85.4% | -8.7% | +94.2% | +89.7% |
| YTD | +150.1% | -3.5% | +153.6% | +148.3% |
| 1Y | +256.3% | +0.5% | +255.8% | +243.1% |
| 3Y | +446.9% | +20.5% | +426.3% | +351.9% |
| 5Y | +447.1% | +21.8% | +425.3% | +332.1% |
| All | +447.1% | +21.6% | +425.5% | +332.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling