+895.2%
AEP vs ASX
+3,544.9%
-2,649.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.6% | -5.5% | +0.5% |
| 7D | +0.7% | +0.8% | -0.1% | +0.4% |
| 30D | +4.8% | -20.4% | +25.2% | +6.2% |
| 3M | +5.4% | -2.1% | +7.5% | +4.8% |
| 6M | +0.4% | +8.2% | -7.8% | -1.8% |
| YTD | +15.5% | +137.3% | -121.8% | +5.3% |
| 1Y | +8.5% | +155.0% | -146.5% | -1.8% |
| 3Y | +84.6% | +397.9% | -313.3% | +54.6% |
| 5Y | +86.9% | +529.2% | -442.3% | +51.0% |
| 10Y | +205.1% | +1,007.5% | -802.4% | +125.5% |
| All | +895.2% | +3,544.9% | -2,649.7% | +497.8% |
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