+854.3%
EEM vs ASX
+6,403.4%
-5,549.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +2.3% | -0.7% | +3.0% | +2.6% |
| 30D | +4.5% | +2.0% | +2.5% | +3.6% |
| 3M | -0.1% | -1.3% | +1.3% | -1.3% |
| 6M | +16.9% | +71.4% | -54.5% | -6.6% |
| YTD | +26.2% | +135.3% | -109.1% | -10.7% |
| 1Y | +40.5% | +267.5% | -227.0% | -16.5% |
| 3Y | +86.2% | +388.5% | -302.3% | -4.7% |
| 5Y | +45.5% | +417.1% | -371.6% | -30.2% |
| 10Y | +128.6% | +872.7% | -744.1% | -21.7% |
| All | +854.3% | +6,403.4% | -5,549.1% | +28.4% |
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