+146.5%
ASX vs BHP
+53.4%
+93.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -6.0% |
| 7D | -14.6% | -2.5% | -12.1% | -12.7% |
| 30D | -21.1% | -7.7% | -13.4% | -15.8% |
| 3M | -3.1% | -6.4% | +3.3% | +1.7% |
| 6M | +17.4% | +5.2% | +12.2% | +14.3% |
| YTD | +135.3% | +38.3% | +97.0% | +98.7% |
| 1Y | +146.5% | +53.4% | +93.1% | +92.4% |
| All | +146.5% | +53.4% | +93.1% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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