+132.3%
EEM vs ASX
+973.8%
-841.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.1% | -1.7% |
| 7D | +2.0% | +11.1% | -9.1% | -1.6% |
| 30D | +5.1% | +9.6% | -4.5% | +1.7% |
| 3M | +4.6% | +18.6% | -14.0% | -2.5% |
| 6M | +17.8% | +92.1% | -74.4% | -6.9% |
| YTD | +25.8% | +158.5% | -132.7% | -9.9% |
| 1Y | +36.4% | +271.9% | -235.5% | -13.8% |
| 3Y | +90.0% | +465.2% | -375.2% | +0.4% |
| 5Y | +46.6% | +479.4% | -432.9% | -26.0% |
| 10Y | +132.3% | +992.0% | -859.7% | -16.2% |
| All | +132.3% | +973.8% | -841.5% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling