+96.6%
BAC vs ASX
+396.7%
-300.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.6% | -6.6% | -0.8% |
| 7D | -1.9% | +0.8% | -2.7% | -2.3% |
| 30D | -7.2% | -20.4% | +13.3% | -5.1% |
| 3M | -20.4% | -2.1% | -18.3% | -20.9% |
| 6M | +1.3% | +8.2% | -6.9% | -2.3% |
| YTD | -6.4% | +137.3% | -143.7% | -22.7% |
| 1Y | -3.5% | +155.0% | -158.5% | -21.6% |
| All | +96.6% | +396.7% | -300.2% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling