+1,007.5%
ASX vs BN
+281.2%
+726.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.8% | +7.4% | +7.1% |
| 7D | +0.8% | -2.4% | +3.2% | +2.7% |
| 30D | -20.4% | +13.5% | -34.0% | -26.3% |
| 3M | -2.1% | -5.9% | +3.8% | +1.1% |
| 6M | +8.2% | -8.9% | +17.1% | +13.8% |
| YTD | +137.3% | -7.9% | +145.1% | +146.3% |
| 1Y | +155.0% | -8.3% | +163.3% | +165.1% |
| 3Y | +397.9% | +100.8% | +297.2% | +220.4% |
| 5Y | +529.2% | +38.2% | +491.0% | +392.0% |
| 10Y | +1,007.5% | +302.3% | +705.2% | +385.2% |
| All | +1,007.5% | +281.2% | +726.3% | +385.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling