+3,552.3%
ASX vs BP
+184.6%
+3,367.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | -0.7% | +3.9% | -4.7% | -2.4% |
| 30D | +2.0% | +7.6% | -5.6% | -1.3% |
| 3M | -1.3% | +0.7% | -2.0% | -2.5% |
| 6M | +71.4% | +15.5% | +55.9% | +57.4% |
| YTD | +135.3% | +30.8% | +104.5% | +103.6% |
| 1Y | +267.5% | +34.3% | +233.2% | +213.4% |
| 3Y | +388.5% | +35.1% | +353.4% | +307.3% |
| 5Y | +417.1% | +126.8% | +290.3% | +230.4% |
| 10Y | +872.7% | +123.4% | +749.4% | +469.6% |
| All | +3,552.3% | +184.6% | +3,367.7% | +1,440.3% |
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 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