+5,793.7%
CRM vs ASX
+4,740.9%
+1,052.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.1% | -10.0% | -5.8% |
| 7D | -3.5% | +6.3% | -9.8% | -5.4% |
| 30D | +29.3% | +6.4% | +22.8% | +26.4% |
| 3M | +36.8% | +13.1% | +23.7% | +26.8% |
| 6M | +23.9% | +90.3% | -66.4% | -6.0% |
| YTD | -5.5% | +149.6% | -155.1% | -35.3% |
| 1Y | -0.4% | +249.2% | -249.6% | -39.8% |
| 3Y | +12.8% | +445.9% | -433.1% | -44.0% |
| 5Y | -3.5% | +477.7% | -481.2% | -54.2% |
| 10Y | +238.4% | +913.4% | -674.9% | +21.5% |
| All | +5,793.7% | +4,740.9% | +1,052.8% | +884.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling