+858.4%
ASX vs BB
-0.1%
+858.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | -5.6% | +4.9% | +0.4% |
| 30D | +2.0% | -11.8% | +13.8% | +4.4% |
| 3M | -1.3% | -25.5% | +24.2% | +3.8% |
| 6M | +71.4% | +121.3% | -49.8% | +46.4% |
| YTD | +135.3% | +103.2% | +32.2% | +103.9% |
| 1Y | +267.5% | +102.6% | +164.8% | +217.1% |
| 3Y | +388.5% | +37.5% | +351.0% | +329.5% |
| 5Y | +417.1% | -30.4% | +447.5% | +386.6% |
| All | +858.4% | -0.1% | +858.6% | +601.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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