+121.4%
BKR vs ASX
+974.7%
-853.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.3% | -3.4% | -5.7% |
| 7D | -6.7% | +6.5% | -13.2% | -8.3% |
| 30D | -8.3% | +3.1% | -11.5% | -9.4% |
| 3M | -5.4% | +17.4% | -22.8% | -11.9% |
| 6M | +0.8% | +85.4% | -84.6% | -19.4% |
| YTD | +31.8% | +150.1% | -118.2% | -4.5% |
| 1Y | +28.6% | +256.3% | -227.7% | -17.3% |
| 3Y | +71.2% | +446.9% | -375.6% | -8.1% |
| 5Y | +179.2% | +447.1% | -267.9% | +43.8% |
| All | +121.4% | +974.7% | -853.3% | -20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling