+31.8%
BA vs ASX
+754.3%
-722.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -5.9% | -1.6% |
| 7D | +1.1% | -19.9% | +21.0% | +7.9% |
| 30D | -7.9% | -30.9% | +23.0% | +2.2% |
| 3M | -25.3% | -15.1% | -10.2% | -23.8% |
| 6M | -24.6% | -6.5% | -18.1% | -28.6% |
| YTD | -20.1% | +98.4% | -118.6% | -44.9% |
| 1Y | -11.8% | +107.9% | -119.6% | -40.4% |
| 3Y | -10.1% | +325.3% | -335.4% | -57.5% |
| 5Y | -22.7% | +447.3% | -470.0% | -68.5% |
| All | +31.8% | +754.3% | -722.5% | -61.6% |
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