+3,552.3%
ASX vs YUM
+3,988.8%
-436.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -0.7% | -2.0% | +1.3% | 0.0% |
| 30D | +2.0% | -1.1% | +3.1% | +2.2% |
| 3M | -1.3% | +1.8% | -3.1% | -2.9% |
| 6M | +71.4% | -4.7% | +76.2% | +72.5% |
| YTD | +135.3% | +0.6% | +134.8% | +131.5% |
| 1Y | +267.5% | +6.4% | +261.1% | +251.3% |
| 3Y | +388.5% | +22.6% | +365.9% | +337.0% |
| 5Y | +417.1% | +26.0% | +391.1% | +358.3% |
| 10Y | +872.7% | +174.6% | +698.1% | +540.1% |
| All | +3,552.3% | +3,988.8% | -436.5% | +1,618.3% |
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