+486.8%
ASX vs AEIS
+142.3%
+344.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +1.9% | +0.5% |
| 7D | +12.4% | +11.5% | +0.9% | +5.0% |
| 30D | -19.8% | -15.8% | -4.0% | -10.3% |
| 3M | -10.3% | -33.3% | +23.0% | +14.6% |
| 6M | +1.2% | -35.2% | +36.4% | +30.9% |
| YTD | +123.0% | +5.0% | +118.0% | +109.5% |
| 1Y | +145.4% | +8.5% | +137.0% | +125.7% |
| 3Y | +368.6% | +152.9% | +215.7% | +138.0% |
| All | +486.8% | +142.3% | +344.5% | +183.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling