+3,774.3%
ASX vs BRO
+2,127.4%
+1,646.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.5% | +10.6% | +7.5% |
| 7D | +6.3% | -5.4% | +11.7% | +8.0% |
| 30D | +6.4% | -4.3% | +10.7% | +7.6% |
| 3M | +13.1% | +17.8% | -4.7% | +4.9% |
| 6M | +90.3% | -6.8% | +97.0% | +89.5% |
| YTD | +149.6% | -13.8% | +163.4% | +153.9% |
| 1Y | +249.2% | -27.8% | +277.0% | +276.0% |
| 3Y | +445.9% | -4.7% | +450.6% | +418.2% |
| 5Y | +477.7% | +20.6% | +457.1% | +395.6% |
| 10Y | +913.4% | +293.7% | +619.7% | +477.5% |
| All | +3,774.3% | +2,127.4% | +1,646.9% | +2,101.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling