+256.3%
ASX vs AEE
+9.0%
+247.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -3.8% |
| 7D | +6.5% | -0.7% | +7.2% | +6.1% |
| 30D | +3.1% | -2.0% | +5.1% | +2.2% |
| 3M | +17.4% | -2.8% | +20.2% | +15.3% |
| 6M | +85.4% | -3.6% | +89.0% | +82.3% |
| YTD | +150.1% | +7.3% | +142.8% | +156.0% |
| 1Y | +256.3% | +8.7% | +247.6% | +278.3% |
| All | +256.3% | +9.0% | +247.3% | +278.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling