+469.4%
ASX vs BG
+25.1%
+444.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.1% | +6.5% | +8.2% |
| 7D | -12.3% | +7.4% | -19.7% | -13.5% |
| 30D | -26.0% | -1.5% | -24.5% | -25.9% |
| 3M | -8.1% | -6.1% | -2.0% | -7.4% |
| 6M | +1.4% | -18.0% | +19.4% | +5.2% |
| YTD | +115.6% | +15.6% | +99.9% | +105.8% |
| 1Y | +128.0% | +9.6% | +118.5% | +120.2% |
| 3Y | +371.4% | +6.3% | +365.1% | +350.8% |
| 5Y | +469.4% | +24.6% | +444.8% | +394.0% |
| All | +469.4% | +25.1% | +444.3% | +394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 5y: compounded portfolio wealth divided by compounded BG 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…
5y analysis · Full analysis span regression · 6 months rolling