+457.5%
ASX vs BOXX
+14.6%
+442.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.2% |
| 7D | +6.5% | 0.0% | +6.4% | +6.6% |
| 30D | +3.1% | +0.3% | +2.8% | +4.0% |
| 3M | +17.4% | +1.0% | +16.4% | +20.2% |
| 6M | +85.4% | +1.9% | +83.5% | +90.7% |
| YTD | +150.1% | +2.6% | +147.4% | +155.3% |
| 1Y | +256.3% | +4.0% | +252.3% | +261.4% |
| All | +457.5% | +14.6% | +442.9% | +631.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 3y: compounded portfolio wealth divided by compounded BOXX 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…
3y analysis · Full analysis span regression · 6 months rolling