+1.1%
BX vs ASX
+464.2%
-463.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.6% | -4.8% | +0.8% |
| 7D | +3.3% | -12.3% | +15.5% | +6.9% |
| 30D | +9.6% | -26.0% | +35.6% | +19.2% |
| 3M | -8.7% | -8.1% | -0.6% | -9.5% |
| 6M | +2.2% | +1.4% | +0.8% | -7.9% |
| YTD | -16.2% | +115.6% | -131.8% | -48.7% |
| 1Y | -11.5% | +128.0% | -139.5% | -47.5% |
| 3Y | +41.0% | +371.4% | -330.4% | -49.3% |
| 5Y | +1.1% | +469.4% | -468.3% | -69.3% |
| All | +1.1% | +464.2% | -463.1% | -69.3% |
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