+432.3%
ASX vs JCI
+113.2%
+319.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -1.1% |
| 7D | -0.7% | +3.8% | -4.5% | -3.3% |
| 30D | +2.0% | -5.7% | +7.7% | +6.2% |
| 3M | -1.3% | -1.4% | +0.1% | +0.5% |
| 6M | +71.4% | +4.1% | +67.3% | +68.8% |
| YTD | +135.3% | +21.7% | +113.6% | +109.9% |
| 1Y | +267.5% | +36.1% | +231.3% | +204.9% |
| 3Y | +388.5% | +154.4% | +234.0% | +173.0% |
| All | +432.3% | +113.2% | +319.1% | +215.5% |
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