+93.1%
BKNG vs ASX
+440.6%
-347.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.3% |
| 7D | -10.7% | +6.5% | -17.2% | -12.2% |
| 30D | -18.1% | +3.1% | -21.2% | -19.1% |
| 3M | +8.5% | +17.4% | -8.9% | +0.7% |
| 6M | -0.1% | +85.4% | -85.5% | -21.6% |
| YTD | -18.2% | +150.1% | -168.3% | -42.6% |
| 1Y | -19.9% | +256.3% | -276.2% | -51.1% |
| 3Y | +41.6% | +446.9% | -405.2% | -32.0% |
| 5Y | +93.1% | +447.1% | -354.0% | -13.0% |
| All | +93.1% | +440.6% | -347.5% | -13.0% |
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