+3,552.3%
ASX vs JCI
+178.9%
+3,373.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.4% |
| 7D | -0.7% | +3.8% | -4.5% | -2.0% |
| 30D | +2.0% | -5.7% | +7.7% | +4.0% |
| 3M | -1.3% | -1.4% | +0.1% | -0.2% |
| 6M | +71.4% | +4.1% | +67.3% | +70.6% |
| YTD | +135.3% | +21.7% | +113.6% | +122.4% |
| 1Y | +267.5% | +36.1% | +231.3% | +235.0% |
| 3Y | +388.5% | +154.4% | +234.0% | +264.6% |
| 5Y | +417.1% | +112.0% | +305.1% | +306.4% |
| 10Y | +872.7% | +322.2% | +550.5% | +509.9% |
| All | +3,552.3% | +178.9% | +3,373.4% | +1,977.7% |
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