+967.7%
BX vs ASX
+2,034.7%
-1,067.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -4.4% | -0.7% | -3.7% | -4.2% |
| 30D | +0.1% | +2.0% | -1.9% | -1.1% |
| 3M | +16.0% | -1.3% | +17.4% | +12.7% |
| 6M | +21.6% | +71.4% | -49.8% | -6.6% |
| YTD | -8.9% | +135.3% | -144.2% | -38.8% |
| 1Y | -16.6% | +267.5% | -284.1% | -53.9% |
| 3Y | +43.3% | +388.5% | -345.1% | -31.5% |
| 5Y | +25.7% | +417.1% | -391.4% | -42.4% |
| 10Y | +689.5% | +872.7% | -183.2% | +157.9% |
| All | +967.7% | +2,034.7% | -1,067.0% | +70.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling