+249.2%
ASX vs AEM
+31.9%
+217.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.5% |
| 7D | +6.3% | +4.3% | +2.0% | +4.8% |
| 30D | +6.4% | +13.1% | -6.7% | +1.5% |
| 3M | +13.1% | +24.8% | -11.6% | +3.1% |
| 6M | +90.3% | -8.2% | +98.5% | +89.8% |
| YTD | +149.6% | +19.8% | +129.8% | +131.4% |
| 1Y | +249.2% | +32.1% | +217.1% | +215.1% |
| All | +249.2% | +31.9% | +217.3% | +215.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling