+469.4%
ASX vs CI
+49.2%
+420.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.6% |
| 7D | -12.3% | +0.1% | -12.4% | -12.3% |
| 30D | -26.0% | +4.7% | -30.7% | -26.0% |
| 3M | -8.1% | +5.2% | -13.3% | -8.1% |
| 6M | +1.4% | +3.8% | -2.4% | +1.3% |
| YTD | +115.6% | +9.2% | +106.3% | +114.7% |
| 1Y | +128.0% | +14.3% | +113.8% | +126.5% |
| 3Y | +371.4% | +8.4% | +363.0% | +354.1% |
| 5Y | +469.4% | +50.0% | +419.4% | +364.7% |
| All | +469.4% | +49.2% | +420.3% | +364.7% |
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