+268.3%
ASX vs CNI
+32.7%
+235.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.3% | +3.7% |
| 7D | +11.1% | +0.9% | +10.2% | +10.9% |
| 30D | +9.6% | -2.1% | +11.7% | +10.1% |
| 3M | +18.6% | +1.8% | +16.8% | +17.4% |
| 6M | +92.1% | +14.8% | +77.3% | +79.7% |
| YTD | +158.5% | +25.4% | +133.1% | +138.0% |
| All | +268.3% | +32.7% | +235.6% | +238.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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