+367.1%
ASX vs ACI
-31.6%
+398.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +3.6% |
| 7D | -9.1% | -0.6% | -8.5% | -9.2% |
| 30D | -23.6% | +9.5% | -33.1% | -22.2% |
| 3M | -5.6% | +10.1% | -15.7% | -3.7% |
| 6M | +4.7% | -15.4% | +20.1% | +4.3% |
| YTD | +122.6% | -19.5% | +142.1% | +121.0% |
| 1Y | +133.0% | -21.0% | +154.0% | +131.4% |
| 3Y | +367.1% | -31.2% | +398.3% | +370.4% |
| All | +367.1% | -31.6% | +398.7% | +370.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling