+680.0%
BX vs ASX
+999.3%
-319.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.6% | -7.0% | -2.6% |
| 7D | -2.8% | +0.8% | -3.7% | -4.1% |
| 30D | +7.3% | -20.4% | +27.7% | +13.4% |
| 3M | -16.3% | -2.1% | -14.2% | -18.6% |
| 6M | +2.5% | +8.2% | -5.7% | -7.9% |
| YTD | -17.6% | +137.3% | -154.8% | -46.8% |
| 1Y | -12.4% | +155.0% | -167.4% | -45.2% |
| 3Y | +36.2% | +397.9% | -361.8% | -38.7% |
| 5Y | +3.0% | +529.2% | -526.2% | -58.8% |
| 10Y | +680.0% | +1,007.5% | -327.5% | +128.4% |
| All | +680.0% | +999.3% | -319.3% | +128.4% |
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