+748.4%
ASX vs BN
+271.1%
+477.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +7.0% |
| 7D | -19.9% | +5.3% | -25.3% | -22.4% |
| 30D | -30.9% | +11.9% | -42.8% | -35.5% |
| 3M | -15.1% | -5.7% | -9.3% | -12.4% |
| 6M | -6.5% | -10.6% | +4.1% | -0.7% |
| YTD | +98.4% | -9.4% | +107.8% | +107.9% |
| 1Y | +107.9% | -8.8% | +116.6% | +116.7% |
| 3Y | +325.3% | +95.6% | +229.6% | +177.3% |
| 5Y | +447.3% | +30.2% | +417.1% | +342.0% |
| All | +748.4% | +271.1% | +477.3% | +278.5% |
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 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