+211.7%
AEP vs ASX
+962.9%
-751.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | +2.9% | +12.4% | -9.5% | +2.3% |
| 30D | +3.2% | -19.8% | +23.0% | +3.9% |
| 3M | +3.8% | -10.3% | +14.1% | +3.9% |
| 6M | +2.5% | +1.2% | +1.3% | +1.5% |
| YTD | +15.5% | +123.0% | -107.6% | +9.1% |
| 1Y | +9.6% | +145.4% | -135.8% | +3.0% |
| 3Y | +91.2% | +368.6% | -277.5% | +69.1% |
| 5Y | +88.2% | +486.0% | -397.8% | +60.6% |
| All | +211.7% | +962.9% | -751.3% | +134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling