+24.3%
BX vs ASX
+472.4%
-448.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.1% | -7.7% | -3.9% |
| 7D | -2.0% | +6.3% | -8.3% | -4.4% |
| 30D | -2.3% | +6.4% | -8.7% | -5.1% |
| 3M | +18.5% | +13.1% | +5.4% | +8.7% |
| 6M | +23.7% | +90.3% | -66.6% | -13.6% |
| YTD | -10.4% | +149.6% | -160.0% | -45.7% |
| 1Y | -19.6% | +249.2% | -268.7% | -59.7% |
| 3Y | +30.8% | +445.9% | -415.1% | -52.6% |
| 5Y | +24.3% | +477.7% | -453.4% | -59.7% |
| All | +24.3% | +472.4% | -448.1% | -59.7% |
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