+479.4%
ASX vs BLK
+31.1%
+448.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.7% | +5.0% |
| 7D | +11.1% | -2.7% | +13.8% | +13.0% |
| 30D | +9.6% | -4.8% | +14.4% | +12.8% |
| 3M | +18.6% | +6.5% | +12.1% | +12.6% |
| 6M | +92.1% | +13.2% | +79.0% | +74.2% |
| YTD | +158.5% | +1.8% | +156.7% | +150.7% |
| 1Y | +271.9% | -1.0% | +272.9% | +265.0% |
| 3Y | +465.2% | +66.0% | +399.3% | +269.5% |
| 5Y | +479.4% | +31.2% | +448.2% | +335.5% |
| All | +479.4% | +31.1% | +448.3% | +335.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling