+392.6%
ASX vs AEIS
+142.1%
+250.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -1.2% |
| 7D | -0.7% | +3.0% | -3.7% | -2.5% |
| 30D | +2.0% | -14.6% | +16.6% | +11.2% |
| 3M | -1.3% | -12.4% | +11.1% | +5.9% |
| 6M | +71.4% | -15.0% | +86.4% | +83.1% |
| YTD | +135.3% | +34.3% | +101.0% | +93.9% |
| 1Y | +267.5% | +87.4% | +180.1% | +147.2% |
| All | +392.6% | +142.1% | +250.5% | +165.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling