+145.4%
ASX vs BBY
+41.6%
+103.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.0% |
| 7D | +12.4% | +4.5% | +7.9% | +12.7% |
| 30D | -19.8% | +16.8% | -36.6% | -17.9% |
| 3M | -10.3% | +23.2% | -33.5% | -7.6% |
| 6M | +1.2% | +91.9% | -90.7% | +9.4% |
| YTD | +123.0% | +61.6% | +61.4% | +134.3% |
| 1Y | +145.4% | +43.9% | +101.6% | +157.9% |
| All | +145.4% | +41.6% | +103.8% | +157.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling