+146.5%
ASX vs BWA
+17.4%
+129.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -2.5% |
| 7D | -14.6% | -9.9% | -4.7% | -9.4% |
| 30D | -21.1% | -16.4% | -4.7% | -12.7% |
| 3M | -3.1% | -19.8% | +16.8% | +8.7% |
| 6M | +17.4% | -10.0% | +27.3% | +29.3% |
| YTD | +135.3% | +12.7% | +122.6% | +139.7% |
| 1Y | +146.5% | +15.7% | +130.8% | +149.2% |
| All | +146.5% | +17.4% | +129.1% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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