+125.7%
ASX vs CRL
+111.4%
+14.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +7.3% |
| 7D | -12.3% | +4.4% | -16.7% | -13.3% |
| 30D | -26.0% | +17.1% | -43.1% | -27.8% |
| 3M | -8.1% | +32.1% | -40.2% | -11.9% |
| 6M | +1.4% | +98.9% | -97.5% | -9.5% |
| YTD | +115.6% | +77.1% | +38.4% | +87.9% |
| All | +125.7% | +111.4% | +14.3% | +89.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling