-11.0%
BA vs AU
+34.7%
-45.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.6% | +6.1% | +1.5% |
| 7D | 0.0% | +15.3% | -15.2% | -2.6% |
| 30D | -8.9% | -0.3% | -8.6% | -9.1% |
| 3M | -25.5% | -2.9% | -22.6% | -25.8% |
| 6M | -27.0% | -10.7% | -16.3% | -27.1% |
| YTD | -20.1% | +14.0% | -34.1% | -21.0% |
| 1Y | -11.0% | +32.5% | -43.5% | -11.2% |
| All | -11.0% | +34.7% | -45.7% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling