+985.8%
ASX vs BP
+143.9%
+841.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.3% |
| 7D | +12.4% | +3.8% | +8.6% | +11.0% |
| 30D | -19.8% | -5.3% | -14.5% | -18.4% |
| 3M | -10.3% | +9.3% | -19.6% | -13.4% |
| 6M | +1.2% | +7.2% | -6.0% | -2.5% |
| YTD | +123.0% | +38.0% | +85.0% | +93.1% |
| 1Y | +145.4% | +33.2% | +112.2% | +115.1% |
| 3Y | +368.6% | +50.3% | +318.3% | +286.3% |
| 5Y | +486.0% | +114.1% | +371.9% | +310.5% |
| All | +985.8% | +143.9% | +841.9% | +604.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 10y: compounded portfolio wealth divided by compounded BP 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…
10y analysis · Full analysis span regression · 6 months rolling