+256.3%
ASX vs BBY
+22.2%
+234.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.3% | -3.3% |
| 7D | +6.5% | +0.7% | +5.8% | +6.5% |
| 30D | +3.1% | +5.8% | -2.6% | +2.8% |
| 3M | +17.4% | +18.0% | -0.6% | +15.6% |
| 6M | +85.4% | +39.8% | +45.6% | +81.7% |
| YTD | +150.1% | +35.4% | +114.7% | +144.8% |
| 1Y | +256.3% | +21.4% | +234.9% | +258.1% |
| All | +256.3% | +22.2% | +234.1% | +258.1% |
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