+1,008.4%
ASX vs RBA
+204.3%
+804.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.6% | -3.6% |
| 7D | +22.1% | -0.5% | +22.7% | +22.3% |
| 30D | -23.8% | +6.8% | -30.6% | -25.4% |
| 3M | -7.6% | +9.5% | -17.1% | -10.6% |
| 6M | +6.9% | -8.2% | +15.1% | +8.6% |
| YTD | +127.7% | -7.7% | +135.4% | +129.4% |
| 1Y | +144.5% | -6.9% | +151.4% | +145.6% |
| 3Y | +377.8% | +61.6% | +316.1% | +298.0% |
| 5Y | +498.2% | +44.7% | +453.5% | +399.8% |
| All | +1,008.4% | +204.3% | +804.1% | +621.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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