+992.0%
ASX vs CRS
+1,345.8%
-353.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.6% |
| 7D | +11.1% | -0.5% | +11.7% | +11.2% |
| 30D | +9.6% | -18.1% | +27.7% | +16.2% |
| 3M | +18.6% | -12.4% | +31.1% | +23.7% |
| 6M | +92.1% | +15.9% | +76.2% | +84.2% |
| YTD | +158.5% | +45.8% | +112.6% | +131.3% |
| 1Y | +271.9% | +87.8% | +184.1% | +206.1% |
| 3Y | +465.2% | +648.7% | -183.5% | +207.3% |
| 5Y | +479.4% | +1,416.6% | -937.2% | +150.6% |
| 10Y | +992.0% | +1,412.7% | -420.7% | +333.6% |
| All | +992.0% | +1,345.8% | -353.8% | +333.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling