+1,042.2%
ASX vs ACI
+32.1%
+1,010.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.4% | +8.0% | +6.6% |
| 7D | +0.8% | -5.3% | +6.1% | +0.8% |
| 30D | -20.4% | +5.0% | -25.5% | -20.4% |
| 3M | -2.1% | +7.5% | -9.7% | -2.1% |
| 6M | +8.2% | -16.0% | +24.2% | +8.8% |
| YTD | +137.3% | -20.6% | +157.9% | +138.7% |
| 1Y | +155.0% | -23.5% | +178.5% | +157.1% |
| 3Y | +397.9% | -32.1% | +430.1% | +404.0% |
| 5Y | +529.2% | -42.5% | +571.7% | +538.0% |
| All | +1,042.2% | +32.1% | +1,010.1% | +1,002.0% |
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