-4.6%
BA vs ASX
+390.9%
-395.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +1.2% | -0.7% | +1.9% | +1.3% |
| 30D | -11.6% | +2.0% | -13.6% | -12.3% |
| 3M | -2.4% | -1.3% | -1.0% | -4.1% |
| 6M | -6.6% | +71.4% | -78.1% | -23.5% |
| YTD | -2.2% | +135.3% | -137.6% | -28.0% |
| 1Y | -8.0% | +267.5% | -275.5% | -42.3% |
| All | -4.6% | +390.9% | -395.5% | -49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling