+125.7%
ASX vs AEE
+12.7%
+112.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.0% | +7.6% | +9.1% |
| 7D | -12.3% | +2.3% | -14.6% | -11.4% |
| 30D | -26.0% | +11.6% | -37.6% | -22.6% |
| 3M | -8.1% | +5.5% | -13.6% | -6.0% |
| 6M | +1.4% | +6.0% | -4.6% | +3.4% |
| YTD | +115.6% | +16.6% | +99.0% | +116.4% |
| All | +125.7% | +12.7% | +112.9% | +128.2% |
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