+8.3%
AEP vs ASX
+142.3%
-134.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | -0.3% |
| 7D | +2.5% | +22.1% | -19.6% | +2.7% |
| 30D | +3.4% | -23.8% | +27.1% | +2.9% |
| 3M | +4.2% | -7.6% | +11.8% | +4.1% |
| 6M | -0.8% | +6.9% | -7.7% | -0.8% |
| YTD | +15.2% | +127.7% | -112.4% | +13.5% |
| 1Y | +8.3% | +144.5% | -136.2% | +6.7% |
| All | +8.3% | +142.3% | -134.0% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling