+146.5%
ASX vs BAX
+46.0%
+100.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.0% | -7.9% | -4.1% |
| 7D | -14.6% | +4.1% | -18.7% | -14.8% |
| 30D | -21.1% | +9.4% | -30.5% | -21.6% |
| 3M | -3.1% | -6.5% | +3.4% | -2.1% |
| 6M | +17.4% | +59.6% | -42.2% | +11.0% |
| YTD | +135.3% | +38.9% | +96.5% | +128.3% |
| 1Y | +146.5% | +48.0% | +98.5% | +140.4% |
| All | +146.5% | +46.0% | +100.5% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling