+3,552.3%
ASX vs AEIS
+738.6%
+2,813.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.5% |
| 7D | -0.7% | +3.0% | -3.7% | -1.7% |
| 30D | +2.0% | -14.6% | +16.6% | +7.0% |
| 3M | -1.3% | -12.4% | +11.1% | +3.3% |
| 6M | +71.4% | -15.0% | +86.4% | +79.9% |
| YTD | +135.3% | +34.3% | +101.0% | +114.4% |
| 1Y | +267.5% | +87.4% | +180.1% | +201.5% |
| 3Y | +388.5% | +139.8% | +248.7% | +268.9% |
| 5Y | +417.1% | +220.7% | +196.4% | +259.6% |
| 10Y | +872.7% | +531.6% | +341.2% | +426.6% |
| All | +3,552.3% | +738.6% | +2,813.7% | +1,084.8% |
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