+28.4%
BKR vs ASX
+257.2%
-228.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.3% | -3.4% | -6.2% |
| 7D | -6.7% | +6.5% | -13.2% | -7.4% |
| 30D | -8.3% | +3.1% | -11.5% | -8.8% |
| 3M | -5.4% | +17.4% | -22.8% | -9.4% |
| 6M | +0.8% | +85.4% | -84.6% | -12.4% |
| YTD | +31.8% | +150.1% | -118.2% | +8.5% |
| All | +28.4% | +257.2% | -228.8% | -0.5% |
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