+144.5%
ASX vs BROS
-40.8%
+185.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | -3.2% |
| 7D | +22.1% | -2.5% | +24.6% | +22.8% |
| 30D | -23.8% | -11.2% | -12.5% | -19.7% |
| 3M | -7.6% | -33.9% | +26.3% | +0.2% |
| 6M | +6.9% | -33.5% | +40.4% | +12.9% |
| YTD | +127.7% | -44.9% | +172.6% | +144.6% |
| 1Y | +144.5% | -41.5% | +186.0% | +160.1% |
| All | +144.5% | -40.8% | +185.4% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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