+2,979.8%
ASX vs JCI
+160.5%
+2,819.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +5.5% |
| 7D | -19.9% | -9.4% | -10.5% | -16.7% |
| 30D | -30.9% | -13.4% | -17.5% | -26.6% |
| 3M | -15.1% | -12.4% | -2.7% | -10.1% |
| 6M | -6.5% | -5.1% | -1.3% | -2.8% |
| YTD | +98.4% | +13.7% | +84.7% | +94.4% |
| 1Y | +107.9% | +11.4% | +96.4% | +105.0% |
| 3Y | +325.3% | +175.9% | +149.4% | +214.2% |
| 5Y | +447.3% | +98.4% | +348.9% | +345.6% |
| 10Y | +763.2% | +311.2% | +452.0% | +455.1% |
| All | +2,979.8% | +160.5% | +2,819.2% | +1,715.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling