+418.8%
BE vs ASX
+256.3%
+162.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.1% | +3.6% | +3.3% |
| 7D | +29.8% | +6.3% | +23.5% | +22.1% |
| 30D | +26.4% | +6.4% | +20.0% | +18.7% |
| 3M | +9.3% | +13.1% | -3.8% | -0.4% |
| 6M | +105.1% | +90.3% | +14.8% | +2.8% |
| YTD | +219.0% | +149.6% | +69.4% | +11.7% |
| 1Y | +418.8% | +249.2% | +169.6% | +31.1% |
| All | +418.8% | +256.3% | +162.5% | +31.1% |
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