+368.6%
ASX vs AEM
+301.1%
+67.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.0% |
| 7D | +12.4% | -6.8% | +19.2% | +14.6% |
| 30D | -19.8% | +0.8% | -20.6% | -20.3% |
| 3M | -10.3% | -0.8% | -9.5% | -10.8% |
| 6M | +1.2% | -8.5% | +9.7% | +2.0% |
| YTD | +123.0% | +5.9% | +117.1% | +115.7% |
| 1Y | +145.4% | +6.6% | +138.8% | +136.4% |
| 3Y | +368.6% | +302.2% | +66.4% | +217.3% |
| All | +368.6% | +301.1% | +67.5% | +217.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling