+842.6%
ASX vs AEIS
+358.4%
+484.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +11.3% | -2.7% | +2.9% |
| 7D | -12.3% | +1.0% | -13.3% | -12.4% |
| 30D | -26.0% | -24.0% | -2.0% | -14.6% |
| 3M | -8.1% | -32.5% | +24.4% | +11.6% |
| 6M | +1.4% | -38.6% | +40.0% | +29.0% |
| YTD | +115.6% | +4.8% | +110.7% | +109.6% |
| 1Y | +128.0% | +1.3% | +126.7% | +125.0% |
| 3Y | +371.4% | +159.2% | +212.2% | +193.7% |
| 5Y | +469.4% | +140.8% | +328.6% | +261.3% |
| 10Y | +842.6% | +349.8% | +492.9% | +354.2% |
| All | +842.6% | +358.4% | +484.2% | +354.2% |
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