+761.8%
EEM vs ASX
+6,457.1%
-5,695.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.6% | -4.2% | 0.0% |
| 7D | +0.7% | +0.8% | -0.1% | -0.6% |
| 30D | -6.2% | -20.4% | +14.2% | +0.1% |
| 3M | -5.2% | -2.1% | -3.0% | -6.7% |
| 6M | -8.1% | +8.2% | -16.4% | -14.7% |
| YTD | +14.0% | +137.3% | -123.3% | -21.3% |
| 1Y | +13.8% | +155.0% | -141.2% | -23.6% |
| 3Y | +73.7% | +397.9% | -324.2% | -13.4% |
| 5Y | +34.6% | +529.2% | -494.7% | -41.1% |
| 10Y | +123.6% | +1,007.5% | -884.0% | -28.8% |
| All | +761.8% | +6,457.1% | -5,695.4% | +13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling