+271.9%
ASX vs BAX
+1.4%
+270.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.6% |
| 7D | +11.1% | -5.1% | +16.2% | +11.3% |
| 30D | +9.6% | -12.2% | +21.8% | +10.2% |
| 3M | +18.6% | +21.8% | -3.2% | +18.1% |
| 6M | +92.1% | +36.3% | +55.8% | +88.9% |
| YTD | +158.5% | +27.8% | +130.7% | +158.9% |
| 1Y | +271.9% | -0.1% | +271.9% | +258.7% |
| All | +271.9% | +1.4% | +270.4% | +258.7% |
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