+23.3%
BA vs AU
+818.2%
-794.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | -1.1% | -7.2% | +6.1% | -0.4% |
| 30D | -7.1% | -2.9% | -4.3% | -7.0% |
| 3M | -25.5% | -8.7% | -16.9% | -25.2% |
| 6M | -28.7% | -14.1% | -14.6% | -28.2% |
| YTD | -21.0% | +4.8% | -25.8% | -22.2% |
| 1Y | -11.9% | +11.9% | -23.7% | -13.7% |
| 3Y | -16.2% | +513.8% | -530.0% | -30.1% |
| 5Y | -22.4% | +379.3% | -401.6% | -35.5% |
| All | +23.3% | +818.2% | -794.9% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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