+913.4%
ASX vs AEM
+333.3%
+580.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.3% |
| 7D | +6.3% | +4.3% | +2.0% | +5.4% |
| 30D | +6.4% | +13.1% | -6.7% | +3.6% |
| 3M | +13.1% | +24.8% | -11.6% | +7.8% |
| 6M | +90.3% | -8.2% | +98.5% | +91.4% |
| YTD | +149.6% | +19.8% | +129.8% | +139.3% |
| 1Y | +249.2% | +32.1% | +217.1% | +228.4% |
| 3Y | +445.9% | +348.2% | +97.7% | +314.6% |
| 5Y | +477.7% | +297.5% | +180.3% | +338.4% |
| 10Y | +913.4% | +343.3% | +570.1% | +635.8% |
| All | +913.4% | +333.3% | +580.1% | +635.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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