+963.7%
ASX vs AEE
+191.3%
+772.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -3.0% |
| 7D | +6.5% | -0.7% | +7.2% | +6.7% |
| 30D | +3.1% | -2.0% | +5.1% | +3.5% |
| 3M | +17.4% | -2.8% | +20.2% | +17.6% |
| 6M | +85.4% | -3.6% | +89.0% | +85.8% |
| YTD | +150.1% | +7.3% | +142.8% | +144.3% |
| 1Y | +256.3% | +8.7% | +247.6% | +246.3% |
| 3Y | +446.9% | +46.0% | +400.8% | +385.6% |
| 5Y | +447.1% | +39.8% | +407.3% | +388.0% |
| All | +963.7% | +191.3% | +772.4% | +704.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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