+258.8%
ASX vs BRO
-27.7%
+286.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.1% |
| 7D | +5.2% | -7.3% | +12.5% | -0.8% |
| 30D | +0.5% | -6.9% | +7.3% | -4.5% |
| 3M | +8.3% | +10.7% | -2.3% | +18.3% |
| 6M | +82.0% | -2.7% | +84.7% | +91.0% |
| YTD | +147.6% | -16.3% | +163.9% | +139.7% |
| 1Y | +258.8% | -29.1% | +287.9% | +210.3% |
| All | +258.8% | -27.7% | +286.6% | +210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling