+963.7%
ASX vs BR
+190.5%
+773.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.3% | -3.3% |
| 7D | +6.5% | -6.0% | +12.5% | +9.2% |
| 30D | +3.1% | -0.9% | +4.0% | +3.2% |
| 3M | +17.4% | +16.4% | +1.0% | +8.0% |
| 6M | +85.4% | -8.2% | +93.6% | +90.0% |
| YTD | +150.1% | -23.2% | +173.3% | +178.6% |
| 1Y | +256.3% | -30.9% | +287.2% | +318.0% |
| 3Y | +446.9% | -5.0% | +451.8% | +423.5% |
| 5Y | +447.1% | +8.8% | +438.3% | +373.1% |
| All | +963.7% | +190.5% | +773.1% | +456.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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