+146.5%
ASX vs BN
-3.9%
+150.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.1% | -10.0% | -6.7% |
| 7D | -14.6% | +12.0% | -26.6% | -19.4% |
| 30D | -21.1% | +17.0% | -38.1% | -27.4% |
| 3M | -3.1% | -3.2% | +0.2% | -1.0% |
| 6M | +17.4% | -3.9% | +21.2% | +20.3% |
| YTD | +135.3% | -5.6% | +140.9% | +135.8% |
| 1Y | +146.5% | -4.7% | +151.2% | +145.5% |
| All | +146.5% | -3.9% | +150.4% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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