+3,552.3%
ASX vs AEM
+4,605.8%
-1,053.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.3% |
| 7D | -0.7% | -0.5% | -0.2% | -0.7% |
| 30D | +2.0% | +24.0% | -22.0% | -0.5% |
| 3M | -1.3% | +16.1% | -17.4% | -3.1% |
| 6M | +71.4% | -11.6% | +83.1% | +72.9% |
| YTD | +135.3% | +21.5% | +113.8% | +129.7% |
| 1Y | +267.5% | +39.2% | +228.3% | +253.6% |
| 3Y | +388.5% | +347.4% | +41.1% | +317.7% |
| 5Y | +417.1% | +290.1% | +127.0% | +343.1% |
| 10Y | +872.7% | +357.8% | +515.0% | +703.5% |
| All | +3,552.3% | +4,605.8% | -1,053.5% | +4,124.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling