+913.4%
ASX vs JCI
+328.4%
+584.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.5% |
| 7D | +6.3% | +5.1% | +1.2% | +3.3% |
| 30D | +6.4% | -3.8% | +10.3% | +8.9% |
| 3M | +13.1% | +1.9% | +11.3% | +12.8% |
| 6M | +90.3% | +11.2% | +79.1% | +81.5% |
| YTD | +149.6% | +22.9% | +126.7% | +125.3% |
| 1Y | +249.2% | +37.4% | +211.8% | +196.5% |
| 3Y | +445.9% | +167.8% | +278.1% | +224.4% |
| 5Y | +477.7% | +115.0% | +362.7% | +275.7% |
| 10Y | +913.4% | +325.3% | +588.1% | +346.8% |
| All | +913.4% | +328.4% | +584.9% | +346.8% |
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