+325.3%
ASX vs AEM
+311.2%
+14.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +6.1% |
| 7D | -19.9% | +15.8% | -35.8% | -23.7% |
| 30D | -30.9% | +6.2% | -37.1% | -32.2% |
| 3M | -15.1% | +14.3% | -29.4% | -18.9% |
| 6M | -6.5% | +1.4% | -7.9% | -8.3% |
| YTD | +98.4% | +13.7% | +84.7% | +88.4% |
| 1Y | +107.9% | +21.3% | +86.5% | +93.6% |
| 3Y | +325.3% | +309.9% | +15.4% | +183.9% |
| All | +325.3% | +311.2% | +14.0% | +183.9% |
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