+258.8%
ASX vs CRBG
+7.7%
+251.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.1% |
| 7D | +5.2% | +0.6% | +4.6% | +5.2% |
| 30D | +0.5% | +2.6% | -2.2% | +0.2% |
| 3M | +8.3% | +24.0% | -15.7% | +5.5% |
| 6M | +82.0% | +50.5% | +31.5% | +71.9% |
| YTD | +147.6% | +17.1% | +130.5% | +136.1% |
| 1Y | +258.8% | +5.9% | +253.0% | +238.2% |
| All | +258.8% | +7.7% | +251.1% | +238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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