+146.5%
ASX vs CRS
-3.8%
+150.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.4% | -3.2% |
| 7D | -14.6% | +4.3% | -18.9% | -16.2% |
| 30D | -21.1% | -25.5% | +4.4% | -9.0% |
| 3M | -3.1% | -48.7% | +45.6% | +34.1% |
| 6M | +17.4% | -31.6% | +49.0% | +46.0% |
| YTD | +135.3% | -7.0% | +142.4% | +169.1% |
| 1Y | +146.5% | -4.5% | +151.0% | +179.5% |
| All | +146.5% | -3.8% | +150.3% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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