+263.2%
BAC vs ASX
+754.3%
-491.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -2.2% |
| 7D | -1.2% | -19.9% | +18.7% | +3.5% |
| 30D | -7.7% | -30.9% | +23.2% | -0.3% |
| 3M | -21.2% | -15.1% | -6.1% | -19.6% |
| 6M | -6.8% | -6.5% | -0.4% | -10.0% |
| YTD | -8.7% | +98.4% | -107.1% | -29.8% |
| 1Y | -5.3% | +107.9% | -113.1% | -28.2% |
| 3Y | +87.4% | +325.3% | -237.8% | +8.9% |
| 5Y | +18.9% | +447.3% | -428.4% | -38.6% |
| All | +263.2% | +754.3% | -491.1% | +46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling