+3,552.3%
ASX vs AEE
+673.8%
+2,878.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +2.0% | -2.3% | +4.3% | +2.8% |
| 3M | -1.3% | +0.2% | -1.6% | -2.2% |
| 6M | +71.4% | -4.7% | +76.2% | +72.9% |
| YTD | +135.3% | +8.1% | +127.2% | +125.9% |
| 1Y | +267.5% | +8.5% | +258.9% | +251.1% |
| 3Y | +388.5% | +48.9% | +339.6% | +301.8% |
| 5Y | +417.1% | +39.9% | +377.2% | +329.7% |
| 10Y | +872.7% | +186.5% | +686.2% | +452.4% |
| All | +3,552.3% | +673.8% | +2,878.5% | +1,240.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling