+258.8%
ASX vs BLK
-0.2%
+259.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.6% |
| 7D | +5.2% | -3.3% | +8.5% | +6.6% |
| 30D | +0.5% | -6.5% | +7.0% | +3.1% |
| 3M | +8.3% | +6.7% | +1.6% | +4.9% |
| 6M | +82.0% | +14.7% | +67.3% | +70.8% |
| YTD | +147.6% | +2.5% | +145.1% | +141.2% |
| 1Y | +258.8% | -2.8% | +261.6% | +244.2% |
| All | +258.8% | -0.2% | +259.0% | +244.2% |
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 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