+107.9%
ASX vs CI
+15.7%
+92.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.0% | +5.3% |
| 7D | -19.9% | -1.6% | -18.4% | -20.4% |
| 30D | -30.9% | +5.4% | -36.3% | -29.5% |
| 3M | -15.1% | +7.3% | -22.3% | -13.0% |
| 6M | -6.5% | +5.3% | -11.8% | -4.3% |
| YTD | +98.4% | +8.5% | +90.0% | +103.0% |
| 1Y | +107.9% | +17.1% | +90.8% | +118.8% |
| All | +107.9% | +15.7% | +92.2% | +118.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling