+354.0%
BAC vs ASX
+3,515.0%
-3,161.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.1% | -0.7% | +1.8% | +1.3% |
| 30D | -0.4% | +2.0% | -2.4% | -1.2% |
| 3M | +16.9% | -1.3% | +18.2% | +14.5% |
| 6M | +26.6% | +71.4% | -44.8% | +4.8% |
| YTD | +15.8% | +135.3% | -119.5% | -13.1% |
| 1Y | +27.2% | +267.5% | -240.3% | -16.9% |
| 3Y | +132.4% | +388.5% | -256.1% | +35.4% |
| 5Y | +72.6% | +417.1% | -344.5% | -4.2% |
| 10Y | +389.7% | +872.7% | -483.0% | +111.4% |
| All | +354.0% | +3,515.0% | -3,161.0% | +11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling