+440.6%
ASX vs RDW
-9.1%
+449.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.7% |
| 7D | +5.2% | +0.9% | +4.4% | +5.1% |
| 30D | +0.5% | -21.3% | +21.8% | +3.6% |
| 3M | +8.3% | -37.9% | +46.2% | +13.9% |
| 6M | +82.0% | +12.3% | +69.8% | +75.8% |
| YTD | +147.6% | +39.7% | +107.9% | +128.1% |
| 1Y | +258.8% | +25.7% | +233.2% | +229.2% |
| 3Y | +452.1% | +230.8% | +221.2% | +310.1% |
| All | +440.6% | -9.1% | +449.6% | +310.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 5y: compounded portfolio wealth divided by compounded RDW 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…
5y analysis · Full analysis span regression · 6 months rolling