+415.3%
ASX vs AEM
+298.2%
+117.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.1% | +6.1% |
| 7D | -19.9% | +15.8% | -35.8% | -23.1% |
| 30D | -30.9% | +6.2% | -37.1% | -32.0% |
| 3M | -15.1% | +14.3% | -29.4% | -18.3% |
| 6M | -6.5% | +1.4% | -7.9% | -7.9% |
| YTD | +98.4% | +13.7% | +84.7% | +90.2% |
| 1Y | +107.9% | +21.3% | +86.5% | +96.1% |
| 3Y | +325.3% | +309.9% | +15.4% | +210.8% |
| All | +415.3% | +298.2% | +117.1% | +269.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling