+486.8%
ASX vs BN
+31.1%
+455.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.0% |
| 7D | +12.4% | -1.0% | +13.4% | +13.2% |
| 30D | -19.8% | +14.0% | -33.8% | -26.4% |
| 3M | -10.3% | -9.0% | -1.3% | -5.0% |
| 6M | +1.2% | -8.8% | +10.1% | +6.8% |
| YTD | +123.0% | -10.3% | +133.3% | +135.9% |
| 1Y | +145.4% | -5.8% | +151.2% | +151.6% |
| 3Y | +368.6% | +94.8% | +273.8% | +190.9% |
| All | +486.8% | +31.1% | +455.7% | +354.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling