+486.8%
ASX vs CI
+49.5%
+437.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.0% |
| 7D | +12.4% | +1.2% | +11.2% | +12.4% |
| 30D | -19.8% | +2.6% | -22.4% | -19.8% |
| 3M | -10.3% | +7.4% | -17.7% | -10.3% |
| 6M | +1.2% | -0.1% | +1.3% | +1.5% |
| YTD | +123.0% | +9.7% | +113.3% | +122.1% |
| 1Y | +145.4% | +12.1% | +133.3% | +144.1% |
| 3Y | +368.6% | +7.0% | +361.6% | +353.7% |
| All | +486.8% | +49.5% | +437.3% | +374.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling