+1,007.5%
ASX vs JCI
+299.8%
+707.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.5% | +4.1% | +5.0% |
| 7D | +0.8% | +2.9% | -2.1% | 0.0% |
| 30D | -20.4% | -6.9% | -13.5% | -15.4% |
| 3M | -2.1% | -6.3% | +4.1% | +3.7% |
| 6M | +8.2% | +2.6% | +5.7% | +10.0% |
| YTD | +137.3% | +21.8% | +115.5% | +119.4% |
| 1Y | +155.0% | +19.6% | +135.4% | +138.1% |
| 3Y | +397.9% | +194.9% | +203.0% | +186.1% |
| 5Y | +529.2% | +108.1% | +421.1% | +322.8% |
| 10Y | +1,007.5% | +307.6% | +699.9% | +388.4% |
| All | +1,007.5% | +299.8% | +707.8% | +388.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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