+125.7%
ASX vs JCI
+16.3%
+109.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.8% | +3.8% | +2.9% |
| 7D | -12.3% | -3.4% | -8.9% | -7.9% |
| 30D | -26.0% | -10.1% | -15.9% | -15.1% |
| 3M | -8.1% | -6.8% | -1.3% | +1.8% |
| 6M | +1.4% | +2.0% | -0.6% | +4.6% |
| YTD | +115.6% | +19.2% | +96.4% | +109.8% |
| All | +125.7% | +16.3% | +109.4% | +130.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling