+457.5%
ASX vs JCI
+159.5%
+298.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.2% |
| 7D | +6.5% | +0.4% | +6.1% | +6.2% |
| 30D | +3.1% | -7.7% | +10.9% | +9.6% |
| 3M | +17.4% | +2.8% | +14.6% | +16.4% |
| 6M | +85.4% | +7.2% | +78.2% | +79.3% |
| YTD | +150.1% | +20.0% | +130.1% | +125.3% |
| 1Y | +256.3% | +33.3% | +223.0% | +199.4% |
| All | +457.5% | +159.5% | +298.0% | +219.0% |
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 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