+415.3%
ASX vs BN
+29.3%
+386.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +7.0% |
| 7D | -19.9% | +5.3% | -25.3% | -22.5% |
| 30D | -30.9% | +11.9% | -42.8% | -35.8% |
| 3M | -15.1% | -5.7% | -9.3% | -12.2% |
| 6M | -6.5% | -10.6% | +4.1% | -0.2% |
| YTD | +98.4% | -9.4% | +107.8% | +108.4% |
| 1Y | +107.9% | -8.8% | +116.6% | +117.0% |
| 3Y | +325.3% | +95.6% | +229.6% | +163.8% |
| All | +415.3% | +29.3% | +386.0% | +299.7% |
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