+2,979.8%
ASX vs BP
+189.3%
+2,790.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.6% |
| 7D | -19.9% | -11.6% | -8.3% | -15.6% |
| 30D | -30.9% | 0.0% | -30.9% | -31.1% |
| 3M | -15.1% | +6.7% | -21.8% | -18.0% |
| 6M | -6.5% | +2.2% | -8.6% | -9.1% |
| YTD | +98.4% | +33.0% | +65.5% | +69.7% |
| 1Y | +107.9% | +30.7% | +77.1% | +78.7% |
| 3Y | +325.3% | +44.2% | +281.1% | +244.0% |
| 5Y | +447.3% | +105.1% | +342.2% | +265.9% |
| 10Y | +763.2% | +133.5% | +629.7% | +393.2% |
| All | +2,979.8% | +189.3% | +2,790.4% | +1,183.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling