+963.7%
ASX vs BHP
+498.2%
+465.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.3% | +2.1% | -0.5% |
| 7D | +6.5% | -3.7% | +10.2% | +8.7% |
| 30D | +3.1% | -0.8% | +4.0% | +3.3% |
| 3M | +17.4% | +7.6% | +9.8% | +12.8% |
| 6M | +85.4% | +20.8% | +64.7% | +68.4% |
| YTD | +150.1% | +50.8% | +99.3% | +102.9% |
| 1Y | +256.3% | +70.9% | +185.4% | +171.1% |
| 3Y | +446.9% | +78.0% | +368.9% | +301.6% |
| 5Y | +447.1% | +113.1% | +334.0% | +256.8% |
| All | +963.7% | +498.2% | +465.5% | +348.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling