+842.6%
ASX vs BB
+33.0%
+809.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.5% | +3.1% | +7.5% |
| 7D | -12.3% | +15.0% | -27.2% | -14.5% |
| 30D | -26.0% | +3.5% | -29.5% | -26.3% |
| 3M | -8.1% | +2.7% | -10.8% | -8.7% |
| 6M | +1.4% | +44.7% | -43.4% | -6.2% |
| YTD | +115.6% | +143.3% | -27.7% | +80.3% |
| 1Y | +128.0% | +102.2% | +25.8% | +96.6% |
| 3Y | +371.4% | +156.1% | +215.3% | +273.9% |
| 5Y | +469.4% | -17.6% | +487.0% | +419.0% |
| 10Y | +842.6% | +29.0% | +813.7% | +579.7% |
| All | +842.6% | +33.0% | +809.6% | +579.7% |
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