+107.9%
ASX vs RBA
-3.3%
+111.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.3% | +7.8% | +6.6% |
| 7D | -19.9% | +4.3% | -24.2% | -20.3% |
| 30D | -30.9% | +16.3% | -47.2% | -32.1% |
| 3M | -15.1% | +1.3% | -16.4% | -14.5% |
| 6M | -6.5% | -11.1% | +4.6% | -3.0% |
| YTD | +98.4% | -8.5% | +106.9% | +97.1% |
| 1Y | +107.9% | -2.1% | +110.0% | +102.5% |
| All | +107.9% | -3.3% | +111.1% | +102.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling