+34.1%
EEM vs ASX
+464.2%
-430.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.6% | -5.8% | +0.2% |
| 7D | -0.1% | -12.3% | +12.1% | +3.2% |
| 30D | -8.6% | -26.0% | +17.4% | -1.1% |
| 3M | -7.0% | -8.1% | +1.1% | -6.4% |
| 6M | -9.7% | +1.4% | -11.1% | -13.2% |
| YTD | +12.1% | +115.6% | -103.4% | -14.8% |
| 1Y | +14.1% | +128.0% | -114.0% | -14.9% |
| 3Y | +72.1% | +371.4% | -299.3% | -2.2% |
| 5Y | +34.1% | +469.4% | -435.3% | -31.6% |
| All | +34.1% | +464.2% | -430.1% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling