+447.1%
ASX vs BRO
+17.6%
+429.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +6.5% | -8.6% | +15.1% | +7.2% |
| 30D | +3.1% | -6.9% | +10.1% | +3.6% |
| 3M | +17.4% | +10.5% | +6.9% | +13.9% |
| 6M | +85.4% | -2.8% | +88.2% | +85.4% |
| YTD | +150.1% | -16.1% | +166.2% | +159.8% |
| 1Y | +256.3% | -27.6% | +283.9% | +287.3% |
| 3Y | +446.9% | -7.3% | +454.1% | +405.6% |
| 5Y | +447.1% | +19.0% | +428.1% | +320.5% |
| All | +447.1% | +17.6% | +429.5% | +320.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling