+28.8%
BAC vs ASX
+256.3%
-227.5%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.5% | -0.6% |
| 7D | +1.2% | +6.3% | -5.1% | +1.0% |
| 30D | -0.7% | +6.4% | -7.1% | -0.9% |
| 3M | +16.9% | +13.1% | +3.8% | +16.0% |
| 6M | +29.6% | +90.3% | -60.7% | +23.6% |
| YTD | +15.3% | +149.6% | -134.4% | +8.3% |
| 1Y | +28.8% | +249.2% | -220.3% | +19.4% |
| All | +28.8% | +256.3% | -227.5% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling