+415.3%
ASX vs BB
-20.8%
+436.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.4% | +2.0% | +5.2% |
| 7D | -19.9% | +3.8% | -23.7% | -20.6% |
| 30D | -30.9% | -0.3% | -30.5% | -30.6% |
| 3M | -15.1% | -0.5% | -14.6% | -15.3% |
| 6M | -6.5% | +45.9% | -52.4% | -16.6% |
| YTD | +98.4% | +130.6% | -32.2% | +55.5% |
| 1Y | +107.9% | +89.2% | +18.7% | +70.8% |
| 3Y | +325.3% | +137.5% | +187.8% | +208.3% |
| All | +415.3% | -20.8% | +436.2% | +382.0% |
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