+1,008.4%
ASX vs AEM
+412.4%
+596.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | 0.0% | -3.3% |
| 7D | +22.1% | -5.6% | +27.7% | +23.5% |
| 30D | -23.8% | -3.9% | -19.9% | -23.4% |
| 3M | -7.6% | -3.4% | -4.2% | -7.4% |
| 6M | +6.9% | -9.0% | +16.0% | +7.9% |
| YTD | +127.7% | +5.9% | +121.8% | +123.1% |
| 1Y | +144.5% | +4.0% | +140.6% | +140.0% |
| 3Y | +377.8% | +298.8% | +79.0% | +272.3% |
| 5Y | +498.2% | +250.7% | +247.5% | +366.3% |
| All | +1,008.4% | +412.4% | +596.0% | +706.2% |
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