+325.3%
ASX vs RBA
+42.3%
+283.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.3% | +7.8% | +6.7% |
| 7D | -19.9% | +4.3% | -24.2% | -20.7% |
| 30D | -30.9% | +16.3% | -47.2% | -33.4% |
| 3M | -15.1% | +1.3% | -16.4% | -15.4% |
| 6M | -6.5% | -11.1% | +4.6% | -3.7% |
| YTD | +98.4% | -8.5% | +106.9% | +100.6% |
| 1Y | +107.9% | -2.1% | +110.0% | +105.6% |
| 3Y | +325.3% | +44.6% | +280.7% | +289.0% |
| All | +325.3% | +42.3% | +283.0% | +289.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling