+73.5%
BA vs ASX
+863.2%
-789.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.2% | -0.7% | +1.9% | +1.4% |
| 30D | -11.6% | +2.0% | -13.6% | -12.6% |
| 3M | -2.4% | -1.3% | -1.0% | -4.9% |
| 6M | -6.6% | +71.4% | -78.1% | -28.1% |
| YTD | -2.2% | +135.3% | -137.6% | -34.3% |
| 1Y | -8.0% | +267.5% | -275.5% | -49.4% |
| 3Y | -5.0% | +388.5% | -393.5% | -55.8% |
| 5Y | -2.7% | +417.1% | -419.8% | -57.7% |
| All | +73.5% | +863.2% | -789.7% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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