+267.5%
ASX vs BNY
+59.6%
+207.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | -0.7% | +1.4% | -2.2% | -1.6% |
| 30D | +2.0% | +3.8% | -1.9% | -0.3% |
| 3M | -1.3% | +14.9% | -16.2% | -8.3% |
| 6M | +71.4% | +40.3% | +31.1% | +44.5% |
| YTD | +135.3% | +43.8% | +91.6% | +93.7% |
| 1Y | +267.5% | +58.9% | +208.6% | +192.1% |
| All | +267.5% | +59.6% | +207.9% | +192.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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