+842.6%
ASX vs BN
+289.4%
+553.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.8% | +4.8% | +6.3% |
| 7D | -12.3% | +3.6% | -15.9% | -13.9% |
| 30D | -26.0% | +15.9% | -41.8% | -32.3% |
| 3M | -8.1% | -2.3% | -5.8% | -7.1% |
| 6M | +1.4% | -8.4% | +9.8% | +6.3% |
| YTD | +115.6% | -5.9% | +121.4% | +121.1% |
| 1Y | +128.0% | -5.6% | +133.6% | +133.1% |
| 3Y | +371.4% | +104.2% | +267.2% | +200.0% |
| 5Y | +469.4% | +35.5% | +433.9% | +349.6% |
| 10Y | +842.6% | +285.2% | +557.4% | +310.0% |
| All | +842.6% | +289.4% | +553.3% | +310.0% |
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