+747.7%
EEM vs ASX
+5,857.2%
-5,109.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.6% | -5.8% | -0.3% |
| 7D | -0.1% | -12.3% | +12.1% | +3.8% |
| 30D | -8.6% | -26.0% | +17.4% | +0.2% |
| 3M | -7.0% | -8.1% | +1.1% | -6.4% |
| 6M | -9.7% | +1.4% | -11.1% | -14.1% |
| YTD | +12.1% | +115.6% | -103.4% | -19.8% |
| 1Y | +14.1% | +128.0% | -114.0% | -20.3% |
| 3Y | +72.1% | +371.4% | -299.3% | -12.5% |
| 5Y | +34.1% | +469.4% | -435.3% | -39.1% |
| 10Y | +109.6% | +842.6% | -733.0% | -29.1% |
| All | +747.7% | +5,857.2% | -5,109.5% | +15.3% |
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