+842.6%
ASX vs JCI
+303.0%
+539.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.8% | +3.8% | +5.6% |
| 7D | -12.3% | -3.4% | -8.9% | -9.6% |
| 30D | -26.0% | -10.1% | -15.9% | -19.7% |
| 3M | -8.1% | -6.8% | -1.3% | -2.3% |
| 6M | +1.4% | +2.0% | -0.6% | +3.5% |
| YTD | +115.6% | +19.2% | +96.4% | +101.9% |
| 1Y | +128.0% | +16.7% | +111.3% | +116.1% |
| 3Y | +371.4% | +194.3% | +177.1% | +171.8% |
| 5Y | +469.4% | +103.0% | +366.4% | +288.3% |
| 10Y | +842.6% | +301.7% | +540.9% | +324.0% |
| All | +842.6% | +303.0% | +539.6% | +324.0% |
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