+2,222.1%
ASX vs BR
+1,486.0%
+736.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.1% |
| 7D | -9.1% | +5.0% | -14.1% | -11.5% |
| 30D | -23.6% | +16.6% | -40.2% | -29.6% |
| 3M | -5.6% | +12.0% | -17.6% | -12.1% |
| 6M | +4.7% | +30.7% | -26.1% | -11.4% |
| YTD | +122.6% | -11.9% | +134.5% | +126.9% |
| 1Y | +133.0% | -11.6% | +144.6% | +136.7% |
| 3Y | +367.1% | +15.0% | +352.1% | +303.2% |
| 5Y | +504.7% | +18.1% | +486.6% | +407.8% |
| 10Y | +887.2% | +278.6% | +608.6% | +338.9% |
| All | +2,222.1% | +1,486.0% | +736.1% | +382.6% |
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