+171.6%
BKR vs ASX
+444.1%
-272.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -7.0% | +5.2% | -12.2% | -8.0% |
| 30D | -8.1% | +0.5% | -8.6% | -8.4% |
| 3M | -6.6% | +8.3% | -15.0% | -9.9% |
| 6M | +0.9% | +82.0% | -81.2% | -15.3% |
| YTD | +31.1% | +147.6% | -116.5% | +1.5% |
| 1Y | +27.7% | +258.8% | -231.1% | -10.6% |
| 3Y | +71.2% | +452.1% | -380.8% | +3.5% |
| All | +171.6% | +444.1% | -272.5% | +48.6% |
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