+3,354.6%
ASX vs CRS
+3,192.5%
+162.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.6% | +5.9% | +4.1% |
| 7D | -9.1% | +0.2% | -9.4% | -8.9% |
| 30D | -23.6% | -22.9% | -0.7% | -16.9% |
| 3M | -5.6% | -46.8% | +41.2% | +15.4% |
| 6M | +4.7% | -30.4% | +35.1% | +18.0% |
| YTD | +122.6% | -5.4% | +128.0% | +126.1% |
| 1Y | +133.0% | -9.0% | +142.0% | +139.1% |
| 3Y | +367.1% | +352.2% | +15.0% | +178.1% |
| 5Y | +504.7% | +852.2% | -347.5% | +172.9% |
| 10Y | +887.2% | +862.6% | +24.6% | +277.2% |
| All | +3,354.6% | +3,192.5% | +162.2% | +515.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling