+3,354.6%
ASX vs BB
-43.8%
+3,398.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.1% | +3.4% |
| 7D | -9.1% | +11.6% | -20.7% | -10.8% |
| 30D | -23.6% | +2.6% | -26.2% | -23.8% |
| 3M | -5.6% | +3.5% | -9.1% | -6.3% |
| 6M | +4.7% | +43.5% | -38.8% | -2.4% |
| YTD | +122.6% | +141.2% | -18.6% | +89.0% |
| 1Y | +133.0% | +97.4% | +35.6% | +104.1% |
| 3Y | +367.1% | +151.1% | +216.0% | +278.0% |
| 5Y | +504.7% | -12.8% | +517.5% | +463.3% |
| 10Y | +887.2% | +27.5% | +859.8% | +633.8% |
| All | +3,354.6% | -43.8% | +3,398.4% | +1,653.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling