+3,361.5%
ASX vs YUM
+4,299.0%
-937.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -2.5% |
| 7D | +12.4% | +0.1% | +12.3% | +12.3% |
| 30D | -19.8% | +10.0% | -29.8% | -22.9% |
| 3M | -10.3% | +7.5% | -17.8% | -13.5% |
| 6M | +1.2% | +8.8% | -7.6% | -3.6% |
| YTD | +123.0% | +8.2% | +114.8% | +111.9% |
| 1Y | +145.4% | +9.8% | +135.6% | +131.4% |
| 3Y | +368.6% | +36.4% | +332.2% | +299.6% |
| 5Y | +486.0% | +41.7% | +444.4% | +393.5% |
| 10Y | +941.0% | +217.5% | +723.5% | +546.3% |
| All | +3,361.5% | +4,299.0% | -937.5% | +1,473.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling