+842.6%
ASX vs AEM
+366.3%
+476.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.8% | +3.8% | +7.7% |
| 7D | -12.3% | +17.8% | -30.1% | -15.3% |
| 30D | -26.0% | +6.2% | -32.2% | -27.0% |
| 3M | -8.1% | +12.5% | -20.6% | -10.6% |
| 6M | +1.4% | +4.4% | -3.0% | -0.3% |
| YTD | +115.6% | +19.2% | +96.3% | +106.4% |
| 1Y | +128.0% | +25.5% | +102.5% | +116.1% |
| 3Y | +371.4% | +346.4% | +25.0% | +257.6% |
| 5Y | +469.4% | +305.7% | +163.7% | +329.9% |
| 10Y | +842.6% | +375.9% | +466.7% | +590.0% |
| All | +842.6% | +366.3% | +476.3% | +590.0% |
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