+1,101.7%
ASX vs ACI
+21.8%
+1,080.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.3% | +9.3% | +6.1% |
| 7D | +6.3% | -2.6% | +8.9% | +6.3% |
| 30D | +6.4% | +1.1% | +5.3% | +6.4% |
| 3M | +13.1% | -23.6% | +36.8% | +13.8% |
| 6M | +90.3% | -29.9% | +120.2% | +92.0% |
| YTD | +149.6% | -26.9% | +176.5% | +151.0% |
| 1Y | +249.2% | -34.2% | +283.4% | +253.7% |
| 3Y | +445.9% | -43.6% | +489.5% | +457.5% |
| 5Y | +477.7% | -42.4% | +520.1% | +484.7% |
| All | +1,101.7% | +21.8% | +1,080.0% | +1,058.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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