+249.2%
ASX vs BHP
+76.4%
+172.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.3% | +4.8% |
| 7D | +6.3% | +1.3% | +5.0% | +5.4% |
| 30D | +6.4% | +4.0% | +2.5% | +3.1% |
| 3M | +13.1% | +12.3% | +0.8% | +2.9% |
| 6M | +90.3% | +30.8% | +59.5% | +58.3% |
| YTD | +149.6% | +58.8% | +90.9% | +86.9% |
| 1Y | +249.2% | +76.8% | +172.3% | +144.9% |
| All | +249.2% | +76.4% | +172.8% | +144.9% |
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 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