+985.8%
ASX vs BLK
+318.4%
+667.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.6% | -2.4% |
| 7D | +12.4% | +3.7% | +8.7% | +10.0% |
| 30D | -19.8% | +13.9% | -33.7% | -25.7% |
| 3M | -10.3% | +3.9% | -14.2% | -12.3% |
| 6M | +1.2% | +13.0% | -11.7% | -6.5% |
| YTD | +123.0% | +16.1% | +106.9% | +101.3% |
| 1Y | +145.4% | +16.8% | +128.7% | +120.6% |
| 3Y | +368.6% | +97.7% | +271.0% | +198.2% |
| 5Y | +486.0% | +42.1% | +443.9% | +345.8% |
| All | +985.8% | +318.4% | +667.4% | +428.6% |
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