+477.7%
ASX vs BR
+9.8%
+467.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.5% | +6.8% |
| 7D | +6.3% | -5.9% | +12.3% | +8.1% |
| 30D | +6.4% | +1.9% | +4.5% | +5.6% |
| 3M | +13.1% | +14.7% | -1.5% | +7.6% |
| 6M | +90.3% | -12.8% | +103.1% | +101.2% |
| YTD | +149.6% | -23.0% | +172.7% | +179.1% |
| 1Y | +249.2% | -31.7% | +280.9% | +313.5% |
| 3Y | +445.9% | -4.8% | +450.7% | +419.4% |
| 5Y | +477.7% | +7.8% | +469.9% | +362.3% |
| All | +477.7% | +9.8% | +467.9% | +362.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling