+125.7%
ASX vs BN
-6.6%
+132.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.8% | +4.8% | +6.5% |
| 7D | -12.3% | +3.6% | -15.9% | -13.5% |
| 30D | -26.0% | +15.9% | -41.8% | -31.3% |
| 3M | -8.1% | -2.3% | -5.8% | -6.3% |
| 6M | +1.4% | -8.4% | +9.8% | +7.3% |
| YTD | +115.6% | -5.9% | +121.4% | +117.2% |
| All | +125.7% | -6.6% | +132.3% | +127.5% |
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