+529.2%
ASX vs ACI
-41.8%
+571.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.4% | +8.0% | +6.6% |
| 7D | +0.8% | -5.3% | +6.1% | +0.7% |
| 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% | +9.1% |
| YTD | +137.3% | -20.6% | +157.9% | +139.5% |
| 1Y | +155.0% | -23.5% | +178.5% | +158.5% |
| 3Y | +397.9% | -32.1% | +430.1% | +407.9% |
| 5Y | +529.2% | -42.5% | +571.7% | +549.9% |
| All | +529.2% | -41.8% | +571.1% | +549.9% |
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 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