+378.4%
ASX vs BLK
+96.8%
+281.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.3% | -3.5% |
| 7D | +22.1% | +3.9% | +18.2% | +19.4% |
| 30D | -23.8% | +14.1% | -37.9% | -29.0% |
| 3M | -7.6% | +5.3% | -12.9% | -10.1% |
| 6M | +6.9% | +12.6% | -5.6% | -0.3% |
| YTD | +127.7% | +15.5% | +112.1% | +106.7% |
| 1Y | +144.5% | +13.6% | +130.9% | +124.5% |
| All | +378.4% | +96.8% | +281.5% | +181.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling