Lucri Alpha
Lucri Historical Performance
Dividends were excluded from these performance indicators.
Including dividends would favour the Lucri portfolio since it included an average dividend yield higher than the all share index.
Compounded growth since inception:
| Lucri | 11.30 % |
| All Share Index | 9.49 % |
| Annual Alpha over period | 1.81 % |
Compounded growth over last 10 years:
| Lucri | 4.75 % |
| All Share Index | 4.39 % |
| Annual Alpha over period | 0.36 % |
Compounded growth over last 5 years:
| Lucri | 8.52 % |
| All Share Index | 5.37 % |
| Annual Alpha over period | 3.15 % |
© 2024 Simon Streicher