+378.4%
ASX vs JCI
+192.8%
+185.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -2.8% |
| 7D | +22.1% | +8.4% | +13.7% | +14.3% |
| 30D | -23.8% | -8.9% | -14.9% | -16.1% |
| 3M | -7.6% | -6.4% | -1.2% | -0.3% |
| 6M | +6.9% | +1.6% | +5.3% | +9.8% |
| YTD | +127.7% | +20.1% | +107.6% | +110.4% |
| 1Y | +144.5% | +17.2% | +127.3% | +129.5% |
| All | +378.4% | +192.8% | +185.6% | +181.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling