+842.6%
ASX vs CI
+158.0%
+684.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.5% |
| 7D | -12.3% | +0.1% | -12.4% | -12.3% |
| 30D | -26.0% | +4.7% | -30.7% | -26.9% |
| 3M | -8.1% | +5.2% | -13.3% | -9.5% |
| 6M | +1.4% | +3.8% | -2.4% | -0.6% |
| YTD | +115.6% | +9.2% | +106.3% | +108.5% |
| 1Y | +128.0% | +14.3% | +113.8% | +117.9% |
| 3Y | +371.4% | +8.4% | +363.0% | +334.7% |
| 5Y | +469.4% | +50.0% | +419.4% | +359.4% |
| 10Y | +842.6% | +142.2% | +700.4% | +531.3% |
| All | +842.6% | +158.0% | +684.6% | +531.3% |
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