+445.9%
ASX vs CNI
+21.3%
+424.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.0% | +6.1% |
| 7D | +6.3% | +2.5% | +3.8% | +5.0% |
| 30D | +6.4% | -2.5% | +8.9% | +7.6% |
| 3M | +13.1% | +2.7% | +10.4% | +10.8% |
| 6M | +90.3% | +16.9% | +73.3% | +72.1% |
| YTD | +149.6% | +26.3% | +123.3% | +115.9% |
| 1Y | +249.2% | +31.1% | +218.1% | +194.6% |
| 3Y | +445.9% | +21.1% | +424.8% | +368.6% |
| All | +445.9% | +21.3% | +424.6% | +368.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling