+71.4%
BAC vs ASX
+429.3%
-357.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | -0.4% | +2.0% | -2.4% | -1.0% |
| 3M | +16.9% | -1.3% | +18.2% | +15.1% |
| 6M | +26.6% | +71.4% | -44.8% | +8.1% |
| YTD | +15.8% | +135.3% | -119.5% | -9.4% |
| 1Y | +27.2% | +267.5% | -240.3% | -12.6% |
| 3Y | +132.4% | +388.5% | -256.1% | +40.9% |
| All | +71.4% | +429.3% | -357.9% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling