+256.3%
ASX vs BTG
+27.2%
+229.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | 0.0% | -2.5% |
| 7D | +6.5% | -5.8% | +12.3% | +7.9% |
| 30D | +3.1% | +5.7% | -2.6% | +1.7% |
| 3M | +17.4% | +38.1% | -20.8% | +7.7% |
| 6M | +85.4% | +0.3% | +85.1% | +81.9% |
| YTD | +150.1% | +19.9% | +130.2% | +140.2% |
| 1Y | +256.3% | +24.6% | +231.7% | +228.0% |
| All | +256.3% | +27.2% | +229.1% | +228.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling