-23.1%
BA vs ASX
+414.3%
-437.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -20.8% | +18.2% | +3.2% |
| 7D | -0.1% | -33.3% | +33.2% | +10.8% |
| 30D | -9.1% | -36.5% | +27.3% | +1.6% |
| 3M | -28.2% | -19.2% | -9.0% | -26.0% |
| 6M | -23.1% | -10.2% | -12.9% | -26.3% |
| YTD | -20.6% | +86.5% | -107.0% | -42.9% |
| 1Y | -12.7% | +89.6% | -102.3% | -37.8% |
| 3Y | -11.6% | +298.6% | -310.2% | -56.5% |
| 5Y | -23.1% | +414.3% | -437.4% | -67.8% |
| All | -23.1% | +414.3% | -437.4% | -67.8% |
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 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