+2,793.8%
ASX vs BN
+8,950.0%
-6,156.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.1% | -17.7% | -19.1% |
| 7D | -33.3% | +5.7% | -39.0% | -35.3% |
| 30D | -36.5% | +12.0% | -48.5% | -40.4% |
| 3M | -19.2% | -6.1% | -13.1% | -16.7% |
| 6M | -10.2% | -8.6% | -1.6% | -6.2% |
| YTD | +86.5% | -8.5% | +95.0% | +93.9% |
| 1Y | +89.6% | -8.4% | +98.1% | +96.9% |
| 3Y | +298.6% | +92.3% | +206.3% | +174.1% |
| 5Y | +414.3% | +31.3% | +382.9% | +326.0% |
| 10Y | +711.1% | +280.5% | +430.6% | +269.9% |
| All | +2,793.8% | +8,950.0% | -6,156.2% | +216.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling