-6.5%
ASX vs BB
+57.2%
-63.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.4% | +2.0% | +4.7% |
| 7D | -19.9% | +3.8% | -23.7% | -20.9% |
| 30D | -30.9% | -0.3% | -30.5% | -30.3% |
| 3M | -15.1% | -0.5% | -14.6% | -15.1% |
| 6M | -6.5% | +45.9% | -52.4% | -18.0% |
| All | -6.5% | +57.2% | -63.7% | -18.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling