+238.9%
CRM vs ASX
+964.2%
-725.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.2% |
| 7D | -4.4% | +5.2% | -9.7% | -5.9% |
| 30D | +28.1% | +0.5% | +27.7% | +27.6% |
| 3M | +48.8% | +8.3% | +40.5% | +41.1% |
| 6M | +28.3% | +82.0% | -53.8% | +0.5% |
| YTD | -6.0% | +147.6% | -153.6% | -34.4% |
| 1Y | +1.4% | +258.8% | -257.4% | -38.2% |
| 3Y | +11.8% | +452.1% | -440.2% | -44.1% |
| 5Y | -2.0% | +441.7% | -443.8% | -52.6% |
| All | +238.9% | +964.2% | -725.3% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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