+415.3%
ASX vs BP
+103.6%
+311.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.5% |
| 7D | -19.9% | -11.6% | -8.3% | -17.5% |
| 30D | -30.9% | 0.0% | -30.9% | -31.0% |
| 3M | -15.1% | +6.7% | -21.8% | -16.9% |
| 6M | -6.5% | +2.2% | -8.6% | -7.8% |
| YTD | +98.4% | +33.0% | +65.5% | +76.1% |
| 1Y | +107.9% | +30.7% | +77.1% | +85.3% |
| 3Y | +325.3% | +44.2% | +281.1% | +259.5% |
| All | +415.3% | +103.6% | +311.7% | +271.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling