+953.3%
ASX vs BLK
+283.5%
+669.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -2.0% |
| 7D | +5.2% | -3.3% | +8.5% | +7.3% |
| 30D | +0.5% | -6.5% | +7.0% | +4.4% |
| 3M | +8.3% | +6.7% | +1.6% | +3.3% |
| 6M | +82.0% | +14.7% | +67.3% | +65.7% |
| YTD | +147.6% | +2.5% | +145.1% | +140.4% |
| 1Y | +258.8% | -2.8% | +261.6% | +258.2% |
| 3Y | +452.1% | +65.9% | +386.2% | +290.9% |
| 5Y | +441.7% | +33.0% | +408.8% | +329.6% |
| All | +953.3% | +283.5% | +669.8% | +439.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling