+415.3%
ASX vs JCI
+95.9%
+319.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +4.3% |
| 7D | -19.9% | -9.4% | -10.5% | -13.0% |
| 30D | -30.9% | -13.4% | -17.5% | -21.7% |
| 3M | -15.1% | -12.4% | -2.7% | -4.5% |
| 6M | -6.5% | -5.1% | -1.3% | +0.7% |
| YTD | +98.4% | +13.7% | +84.7% | +90.3% |
| 1Y | +107.9% | +11.4% | +96.4% | +102.0% |
| 3Y | +325.3% | +175.9% | +149.4% | +133.2% |
| All | +415.3% | +95.9% | +319.4% | +235.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling