+1,007.5%
ASX vs BAX
-35.7%
+1,043.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.7% |
| 7D | +0.8% | -0.6% | +1.4% | +1.2% |
| 30D | -20.4% | +6.3% | -26.7% | -21.7% |
| 3M | -2.1% | -4.6% | +2.4% | -1.4% |
| 6M | +8.2% | +50.4% | -42.2% | -3.6% |
| YTD | +137.3% | +38.0% | +99.2% | +113.6% |
| 1Y | +155.0% | +44.6% | +110.4% | +126.2% |
| 3Y | +397.9% | -15.1% | +413.1% | +398.5% |
| 5Y | +529.2% | -63.3% | +592.5% | +720.7% |
| 10Y | +1,007.5% | -34.4% | +1,041.9% | +995.6% |
| All | +1,007.5% | -35.7% | +1,043.2% | +995.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling