+146.5%
ASX vs BLK
+17.9%
+128.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.4% | -9.4% | -6.2% |
| 7D | -14.6% | +5.7% | -20.3% | -16.6% |
| 30D | -21.1% | +14.8% | -35.9% | -25.7% |
| 3M | -3.1% | +8.8% | -11.9% | -6.8% |
| 6M | +17.4% | +17.6% | -0.2% | +8.8% |
| YTD | +135.3% | +16.3% | +119.1% | +114.2% |
| 1Y | +146.5% | +18.0% | +128.5% | +122.5% |
| All | +146.5% | +17.9% | +128.6% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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