+432.3%
ASX vs BP
+128.1%
+304.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -0.7% | +3.9% | -4.7% | -1.7% |
| 30D | +2.0% | +7.6% | -5.6% | 0.0% |
| 3M | -1.3% | +0.7% | -2.0% | -1.7% |
| 6M | +71.4% | +15.5% | +55.9% | +61.3% |
| YTD | +135.3% | +30.8% | +104.5% | +111.2% |
| 1Y | +267.5% | +34.3% | +233.2% | +226.0% |
| 3Y | +388.5% | +35.1% | +353.4% | +324.3% |
| All | +432.3% | +128.1% | +304.2% | +281.9% |
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