+368.6%
ASX vs BAX
-18.0%
+386.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | +12.4% | +0.1% | +12.3% | +12.4% |
| 30D | -19.8% | +4.1% | -23.9% | -20.3% |
| 3M | -10.3% | -4.5% | -5.8% | -9.7% |
| 6M | +1.2% | +49.2% | -48.0% | -6.4% |
| YTD | +123.0% | +35.2% | +87.8% | +107.9% |
| 1Y | +145.4% | +38.3% | +107.2% | +127.5% |
| 3Y | +368.6% | -19.0% | +387.7% | +379.0% |
| All | +368.6% | -18.0% | +386.6% | +379.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling