+23.4%
CRM vs ASX
+101.4%
-78.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.5% | -1.2% |
| 7D | -5.0% | +11.1% | -16.1% | -2.8% |
| 30D | +23.6% | +9.6% | +14.0% | +26.2% |
| 3M | +39.6% | +18.6% | +21.0% | +45.3% |
| 6M | +23.4% | +92.1% | -68.7% | +38.1% |
| All | +23.4% | +101.4% | -78.0% | +38.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling