+415.3%
ASX vs AEE
+52.8%
+362.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | -19.9% | +2.1% | -22.0% | -19.9% |
| 30D | -30.9% | +11.4% | -42.3% | -31.1% |
| 3M | -15.1% | +5.0% | -20.1% | -15.2% |
| 6M | -6.5% | +4.4% | -10.9% | -6.8% |
| YTD | +98.4% | +15.4% | +83.0% | +95.7% |
| 1Y | +107.9% | +13.8% | +94.1% | +105.2% |
| 3Y | +325.3% | +58.0% | +267.3% | +296.1% |
| All | +415.3% | +52.8% | +362.5% | +382.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling