+985.8%
ASX vs BBY
+288.1%
+697.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.2% |
| 7D | +12.4% | +4.5% | +7.9% | +11.0% |
| 30D | -19.8% | +16.8% | -36.6% | -23.8% |
| 3M | -10.3% | +23.2% | -33.5% | -16.8% |
| 6M | +1.2% | +91.9% | -90.7% | -19.5% |
| YTD | +123.0% | +61.6% | +61.4% | +85.1% |
| 1Y | +145.4% | +43.9% | +101.6% | +111.6% |
| 3Y | +368.6% | +88.6% | +280.0% | +254.3% |
| 5Y | +486.0% | -3.1% | +489.1% | +435.7% |
| All | +985.8% | +288.1% | +697.6% | +608.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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