+592.9%
ASX vs RDW
+1.6%
+591.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.8% | -3.5% |
| 7D | +6.5% | +4.8% | +1.7% | +5.8% |
| 30D | +3.1% | -19.5% | +22.7% | +6.1% |
| 3M | +17.4% | -26.9% | +44.3% | +21.1% |
| 6M | +85.4% | +17.8% | +67.7% | +77.9% |
| YTD | +150.1% | +43.0% | +107.0% | +129.2% |
| 1Y | +256.3% | +32.1% | +224.2% | +224.1% |
| 3Y | +446.9% | +250.6% | +196.2% | +299.0% |
| 5Y | +447.1% | -6.6% | +453.7% | +336.7% |
| All | +592.9% | +1.6% | +591.4% | +428.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling