+985.8%
ASX vs CI
+146.2%
+839.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.1% |
| 7D | +12.4% | +1.2% | +11.2% | +12.2% |
| 30D | -19.8% | +2.6% | -22.4% | -20.4% |
| 3M | -10.3% | +7.4% | -17.7% | -12.0% |
| 6M | +1.2% | -0.1% | +1.3% | +0.2% |
| YTD | +123.0% | +9.7% | +113.3% | +115.5% |
| 1Y | +145.4% | +12.1% | +133.3% | +135.8% |
| 3Y | +368.6% | +7.0% | +361.6% | +334.3% |
| 5Y | +486.0% | +49.7% | +436.3% | +373.5% |
| All | +985.8% | +146.2% | +839.6% | +623.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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