+486.8%
ASX vs ACI
-42.9%
+529.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -2.1% |
| 7D | +12.4% | +2.3% | +10.1% | +12.4% |
| 30D | -19.8% | +1.2% | -21.0% | -19.7% |
| 3M | -10.3% | +6.8% | -17.1% | -10.2% |
| 6M | +1.2% | -18.7% | +20.0% | +2.4% |
| YTD | +123.0% | -20.2% | +143.2% | +125.2% |
| 1Y | +145.4% | -23.7% | +169.2% | +149.0% |
| 3Y | +368.6% | -31.6% | +400.3% | +377.8% |
| All | +486.8% | -42.9% | +529.7% | +503.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling