+1,007.5%
ASX vs BTG
+160.5%
+847.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.4% | +9.0% | +7.0% |
| 7D | +0.8% | +1.4% | -0.5% | +0.4% |
| 30D | -20.4% | -1.1% | -19.3% | -20.4% |
| 3M | -2.1% | +2.5% | -4.7% | -2.7% |
| 6M | +8.2% | -3.1% | +11.3% | +7.9% |
| YTD | +137.3% | +16.3% | +121.0% | +129.0% |
| 1Y | +155.0% | +27.6% | +127.4% | +142.7% |
| 3Y | +397.9% | +89.5% | +308.4% | +340.6% |
| 5Y | +529.2% | +33.6% | +495.7% | +470.4% |
| 10Y | +1,007.5% | +178.2% | +829.3% | +846.5% |
| All | +1,007.5% | +160.5% | +847.0% | +846.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling