+913.4%
ASX vs AEIS
+546.3%
+367.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.8% | +3.3% | +4.7% |
| 7D | +6.3% | +8.1% | -1.8% | +2.4% |
| 30D | +6.4% | -11.1% | +17.6% | +12.3% |
| 3M | +13.1% | -5.6% | +18.8% | +16.1% |
| 6M | +90.3% | -0.6% | +90.9% | +88.7% |
| YTD | +149.6% | +38.0% | +111.6% | +111.0% |
| 1Y | +249.2% | +87.2% | +161.9% | +153.9% |
| 3Y | +445.9% | +179.7% | +266.2% | +222.2% |
| 5Y | +477.7% | +241.7% | +236.0% | +209.8% |
| 10Y | +913.4% | +547.2% | +366.2% | +282.9% |
| All | +913.4% | +546.3% | +367.1% | +282.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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