-6.5%
ASX vs JBL
-32.6%
+26.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.2% | +5.3% | +5.2% |
| 7D | -19.9% | -12.3% | -7.6% | -7.0% |
| 30D | -30.9% | -20.2% | -10.7% | -11.4% |
| 3M | -15.1% | -30.6% | +15.5% | +23.4% |
| 6M | -6.5% | -35.8% | +29.3% | +47.4% |
| All | -6.5% | -32.6% | +26.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 6mo: compounded portfolio wealth divided by compounded JBL 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…
6mo analysis · Full analysis span regression · 6 months rolling