+2,354.9%
ASX vs BR
+1,321.0%
+1,034.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +1.8% |
| 7D | -0.7% | -5.3% | +4.6% | +1.8% |
| 30D | +2.0% | +6.4% | -4.5% | -1.3% |
| 3M | -1.3% | +13.6% | -15.0% | -8.7% |
| 6M | +71.4% | -6.7% | +78.1% | +72.8% |
| YTD | +135.3% | -21.1% | +156.4% | +156.5% |
| 1Y | +267.5% | -29.6% | +297.0% | +322.6% |
| 3Y | +388.5% | -2.4% | +390.9% | +364.1% |
| 5Y | +417.1% | +11.2% | +405.9% | +351.2% |
| 10Y | +872.7% | +191.8% | +681.0% | +399.0% |
| All | +2,354.9% | +1,321.0% | +1,034.0% | +445.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling