+851.7%
AEP vs ASX
+3,515.0%
-2,663.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +1.8% | -0.7% | +2.5% | +1.8% |
| 30D | -0.8% | +2.0% | -2.8% | -1.0% |
| 3M | -1.8% | -1.3% | -0.5% | -2.4% |
| 6M | -5.4% | +71.4% | -76.8% | -10.6% |
| YTD | +10.4% | +135.3% | -124.9% | +1.4% |
| 1Y | +18.2% | +267.5% | -249.3% | +4.0% |
| 3Y | +79.0% | +388.5% | -309.5% | +51.0% |
| 5Y | +64.8% | +417.1% | -352.3% | +36.3% |
| 10Y | +170.8% | +872.7% | -701.9% | +103.9% |
| All | +851.7% | +3,515.0% | -2,663.4% | +475.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling