+858.4%
ASX vs CRL
+255.5%
+602.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.8% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | +2.0% | +10.7% | -8.7% | -1.5% |
| 3M | -1.3% | +55.3% | -56.6% | -15.8% |
| 6M | +71.4% | +60.7% | +10.8% | +43.1% |
| YTD | +135.3% | +44.6% | +90.7% | +101.7% |
| 1Y | +267.5% | +77.7% | +189.7% | +189.0% |
| 3Y | +388.5% | +37.6% | +350.8% | +297.2% |
| 5Y | +417.1% | -35.8% | +452.9% | +459.0% |
| All | +858.4% | +255.5% | +602.9% | +463.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 10y: compounded portfolio wealth divided by compounded CRL 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…
10y analysis · Full analysis span regression · 6 months rolling