+258.0%
BAC vs ASX
+2,948.3%
-2,690.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -2.4% |
| 7D | -1.2% | -19.9% | +18.7% | +4.1% |
| 30D | -7.7% | -30.9% | +23.2% | +0.6% |
| 3M | -21.2% | -15.1% | -6.1% | -19.4% |
| 6M | -6.8% | -6.5% | -0.4% | -9.9% |
| YTD | -8.7% | +98.4% | -107.1% | -29.6% |
| 1Y | -5.3% | +107.9% | -113.1% | -28.0% |
| 3Y | +87.4% | +325.3% | -237.8% | +11.4% |
| 5Y | +18.9% | +447.3% | -428.4% | -36.2% |
| 10Y | +273.3% | +763.2% | -489.9% | +63.4% |
| All | +258.0% | +2,948.3% | -2,690.4% | -9.9% |
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 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