+3,552.3%
ASX vs CRS
+5,160.1%
-1,607.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.3% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +2.0% | -16.6% | +18.6% | +7.9% |
| 3M | -1.3% | -3.5% | +2.1% | +0.1% |
| 6M | +71.4% | +15.4% | +56.0% | +63.8% |
| YTD | +135.3% | +51.2% | +84.1% | +105.9% |
| 1Y | +267.5% | +98.3% | +169.2% | +191.7% |
| 3Y | +388.5% | +651.5% | -263.1% | +146.4% |
| 5Y | +417.1% | +1,411.1% | -994.0% | +101.1% |
| 10Y | +872.7% | +1,424.3% | -551.6% | +217.4% |
| All | +3,552.3% | +5,160.1% | -1,607.8% | +460.4% |
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