+880.9%
AEP vs ASX
+3,211.4%
-2,330.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.6% | -7.2% | +0.7% |
| 7D | -1.5% | -12.3% | +10.7% | -0.7% |
| 30D | +4.5% | -26.0% | +30.5% | +6.5% |
| 3M | +2.8% | -8.1% | +10.9% | +2.9% |
| 6M | -0.7% | +1.4% | -2.0% | -2.3% |
| YTD | +13.8% | +115.6% | -101.7% | +4.6% |
| 1Y | +9.0% | +128.0% | -119.1% | -0.4% |
| 3Y | +83.0% | +371.4% | -288.4% | +53.9% |
| 5Y | +83.3% | +469.4% | -386.1% | +49.3% |
| 10Y | +194.6% | +842.6% | -648.1% | +120.7% |
| All | +880.9% | +3,211.4% | -2,330.5% | +493.8% |
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