-22.4%
BX vs ASX
+275.6%
-298.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.5% | -7.2% | -4.0% |
| 7D | -5.7% | +11.1% | -16.8% | -6.6% |
| 30D | -8.9% | +9.6% | -18.5% | -9.7% |
| 3M | +8.4% | +18.6% | -10.2% | +5.4% |
| 6M | +18.9% | +92.1% | -73.2% | +4.1% |
| YTD | -13.6% | +158.5% | -172.1% | -24.8% |
| 1Y | -22.4% | +271.9% | -294.3% | -33.2% |
| All | -22.4% | +275.6% | -298.0% | -33.2% |
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