+398.5%
ASX vs BN
+102.0%
+296.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.8% | +7.4% | +7.1% |
| 7D | +0.8% | -2.4% | +3.2% | +2.8% |
| 30D | -20.4% | +13.5% | -34.0% | -26.5% |
| 3M | -2.1% | -5.9% | +3.8% | +1.5% |
| 6M | +8.2% | -8.9% | +17.1% | +14.3% |
| YTD | +137.3% | -7.9% | +145.1% | +146.5% |
| 1Y | +155.0% | -8.3% | +163.3% | +165.3% |
| All | +398.5% | +102.0% | +296.6% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling