+3,774.3%
ASX vs BNY
+401.4%
+3,372.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.6% |
| 7D | +6.3% | +1.5% | +4.8% | +5.6% |
| 30D | +6.4% | +3.3% | +3.1% | +4.9% |
| 3M | +13.1% | +15.3% | -2.2% | +6.7% |
| 6M | +90.3% | +42.5% | +47.8% | +64.6% |
| YTD | +149.6% | +42.1% | +107.5% | +115.5% |
| 1Y | +249.2% | +59.4% | +189.8% | +187.5% |
| 3Y | +445.9% | +291.5% | +154.4% | +210.6% |
| 5Y | +477.7% | +252.3% | +225.4% | +239.5% |
| 10Y | +913.4% | +407.5% | +505.8% | +388.6% |
| All | +3,774.3% | +401.4% | +3,372.8% | +1,163.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling