+486.8%
ASX vs BB
-17.6%
+504.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.3% |
| 7D | +12.4% | +1.8% | +10.6% | +12.0% |
| 30D | -19.8% | +8.1% | -27.9% | -21.2% |
| 3M | -10.3% | -1.0% | -9.3% | -10.3% |
| 6M | +1.2% | +45.9% | -44.7% | -9.6% |
| YTD | +123.0% | +134.8% | -11.8% | +74.2% |
| 1Y | +145.4% | +104.6% | +40.8% | +97.8% |
| 3Y | +368.6% | +152.8% | +215.8% | +234.4% |
| All | +486.8% | -17.6% | +504.4% | +431.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling