+486.8%
ASX vs JCI
+96.3%
+390.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.2% | -0.3% |
| 7D | +12.4% | +3.2% | +9.2% | +10.0% |
| 30D | -19.8% | -8.6% | -11.2% | -12.6% |
| 3M | -10.3% | -7.7% | -2.6% | -2.6% |
| 6M | +1.2% | -2.6% | +3.8% | +6.9% |
| YTD | +123.0% | +17.4% | +105.7% | +109.2% |
| 1Y | +145.4% | +16.9% | +128.5% | +130.8% |
| 3Y | +368.6% | +186.7% | +181.9% | +149.2% |
| All | +486.8% | +96.3% | +390.5% | +289.9% |
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