+39.8%
BKNG vs ASX
+452.5%
-412.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +0.9% |
| 7D | -10.7% | +6.5% | -17.2% | -11.4% |
| 30D | -18.1% | +3.1% | -21.2% | -18.6% |
| 3M | +8.5% | +17.4% | -8.9% | +3.8% |
| 6M | -0.1% | +85.4% | -85.5% | -15.1% |
| YTD | -18.2% | +150.1% | -168.3% | -35.8% |
| 1Y | -19.9% | +256.3% | -276.2% | -43.2% |
| All | +39.8% | +452.5% | -412.6% | -22.2% |
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