+985.8%
ASX vs BN
+290.8%
+694.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.1% |
| 7D | +12.4% | -1.0% | +13.4% | +13.1% |
| 30D | -19.8% | +14.0% | -33.8% | -26.0% |
| 3M | -10.3% | -9.0% | -1.3% | -5.5% |
| 6M | +1.2% | -8.8% | +10.1% | +6.4% |
| YTD | +123.0% | -10.3% | +133.3% | +135.2% |
| 1Y | +145.4% | -5.8% | +151.2% | +151.5% |
| 3Y | +368.6% | +94.8% | +273.8% | +207.0% |
| 5Y | +486.0% | +31.5% | +454.6% | +371.7% |
| All | +985.8% | +290.8% | +694.9% | +382.3% |
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