+861.6%
ASX vs JD
+25.4%
+836.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.2% |
| 7D | -0.7% | -1.7% | +1.0% | -0.3% |
| 30D | +2.0% | -13.2% | +15.1% | +5.2% |
| 3M | -1.3% | -3.2% | +1.9% | -1.1% |
| 6M | +71.4% | +15.2% | +56.2% | +64.0% |
| YTD | +135.3% | +2.0% | +133.3% | +132.0% |
| 1Y | +267.5% | -5.4% | +272.9% | +268.3% |
| 3Y | +388.5% | -9.1% | +397.6% | +372.6% |
| 5Y | +417.1% | -59.6% | +476.7% | +469.8% |
| All | +861.6% | +25.4% | +836.2% | +610.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 10y: compounded portfolio wealth divided by compounded JD 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…
10y analysis · Full analysis span regression · 6 months rolling