+1,032.9%
ASX vs ACI
+25.9%
+1,007.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | +2.0% | +5.9% | -3.9% | +1.9% |
| 3M | -1.3% | -19.8% | +18.4% | -0.8% |
| 6M | +71.4% | -24.7% | +96.2% | +72.5% |
| YTD | +135.3% | -24.4% | +159.7% | +136.5% |
| 1Y | +267.5% | -31.5% | +299.0% | +271.9% |
| 3Y | +388.5% | -38.7% | +427.2% | +396.4% |
| 5Y | +417.1% | -42.8% | +459.9% | +423.7% |
| All | +1,032.9% | +25.9% | +1,007.0% | +992.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling