+477.7%
ASX vs CRS
+1,394.1%
-916.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.5% | +9.6% | +7.3% |
| 7D | +6.3% | -3.1% | +9.4% | +7.4% |
| 30D | +6.4% | -19.6% | +26.0% | +14.8% |
| 3M | +13.1% | -8.1% | +21.2% | +17.0% |
| 6M | +90.3% | +18.6% | +71.7% | +80.0% |
| YTD | +149.6% | +45.9% | +103.8% | +119.6% |
| 1Y | +249.2% | +82.5% | +166.7% | +181.3% |
| 3Y | +445.9% | +648.9% | -203.0% | +166.5% |
| 5Y | +477.7% | +1,438.1% | -960.4% | +107.0% |
| All | +477.7% | +1,394.1% | -916.4% | +107.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling