+144.5%
ASX vs RBA
-5.6%
+150.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.6% | -3.9% |
| 7D | +22.1% | -0.5% | +22.7% | +22.2% |
| 30D | -23.8% | +6.8% | -30.6% | -24.2% |
| 3M | -7.6% | +9.5% | -17.1% | -8.3% |
| 6M | +6.9% | -8.2% | +15.1% | +10.2% |
| YTD | +127.7% | -7.7% | +135.4% | +122.0% |
| 1Y | +144.5% | -6.9% | +151.4% | +137.5% |
| All | +144.5% | -5.6% | +150.1% | +137.5% |
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