+2,979.8%
ASX vs AEIS
+488.1%
+2,491.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.1% | +0.3% | +4.5% |
| 7D | -19.9% | -11.3% | -8.6% | -16.5% |
| 30D | -30.9% | -32.6% | +1.7% | -21.0% |
| 3M | -15.1% | -39.2% | +24.1% | 0.0% |
| 6M | -6.5% | -45.4% | +38.9% | +14.6% |
| YTD | +98.4% | -5.8% | +104.2% | +103.9% |
| 1Y | +107.9% | -10.0% | +117.9% | +116.5% |
| 3Y | +325.3% | +121.2% | +204.1% | +235.4% |
| 5Y | +447.3% | +110.6% | +336.7% | +337.3% |
| 10Y | +763.2% | +326.6% | +436.6% | +432.5% |
| All | +2,979.8% | +488.1% | +2,491.6% | +1,027.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling