+415.3%
ASX vs CI
+49.9%
+365.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.0% | +6.4% |
| 7D | -19.9% | -1.6% | -18.4% | -19.9% |
| 30D | -30.9% | +5.4% | -36.3% | -30.9% |
| 3M | -15.1% | +7.3% | -22.3% | -15.2% |
| 6M | -6.5% | +5.3% | -11.8% | -6.7% |
| YTD | +98.4% | +8.5% | +90.0% | +97.6% |
| 1Y | +107.9% | +17.1% | +90.8% | +106.0% |
| 3Y | +325.3% | +1.4% | +323.9% | +316.6% |
| All | +415.3% | +49.9% | +365.5% | +321.1% |
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 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