-22.1%
BA vs ASX
+431.2%
-453.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -5.9% | -1.3% |
| 7D | +1.1% | -19.9% | +21.0% | +6.7% |
| 30D | -7.9% | -30.9% | +23.0% | +0.5% |
| 3M | -25.3% | -15.1% | -10.2% | -24.1% |
| 6M | -24.6% | -6.5% | -18.1% | -28.5% |
| YTD | -20.1% | +98.4% | -118.6% | -43.8% |
| 1Y | -11.8% | +107.9% | -119.6% | -39.1% |
| 3Y | -10.1% | +325.3% | -335.4% | -56.9% |
| All | -22.1% | +431.2% | -453.3% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling