+445.9%
ASX vs BLK
+69.2%
+376.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +7.2% |
| 7D | +6.3% | -2.4% | +8.7% | +7.8% |
| 30D | +6.4% | -3.1% | +9.5% | +8.2% |
| 3M | +13.1% | +10.7% | +2.5% | +5.4% |
| 6M | +90.3% | +15.9% | +74.4% | +71.6% |
| YTD | +149.6% | +4.0% | +145.6% | +139.7% |
| 1Y | +249.2% | +1.3% | +247.9% | +238.3% |
| 3Y | +445.9% | +69.6% | +376.3% | +258.2% |
| All | +445.9% | +69.2% | +376.7% | +258.2% |
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 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