+3,552.3%
ASX vs BAX
+93.5%
+3,458.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -0.7% | -1.1% | +0.4% | -0.4% |
| 30D | +2.0% | -5.5% | +7.4% | +3.4% |
| 3M | -1.3% | +33.5% | -34.9% | -9.6% |
| 6M | +71.4% | +35.9% | +35.6% | +55.6% |
| YTD | +135.3% | +35.4% | +100.0% | +112.0% |
| 1Y | +267.5% | +9.8% | +257.7% | +247.5% |
| 3Y | +388.5% | -32.7% | +421.2% | +419.4% |
| 5Y | +417.1% | -65.6% | +482.6% | +560.1% |
| 10Y | +872.7% | -34.9% | +907.7% | +906.7% |
| All | +3,552.3% | +93.5% | +3,458.8% | +2,997.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling