+1,022.7%
ASX vs REPL
+45.5%
+977.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +3.1% |
| 7D | -9.1% | +12.7% | -21.9% | -9.5% |
| 30D | -23.6% | +73.5% | -97.1% | -25.2% |
| 3M | -5.6% | +70.3% | -75.9% | -7.7% |
| 6M | +4.7% | +472.0% | -467.3% | -4.9% |
| YTD | +122.6% | +139.5% | -16.9% | +104.5% |
| 1Y | +133.0% | +167.3% | -34.3% | +112.5% |
| 3Y | +367.1% | +109.5% | +257.6% | +266.4% |
| 5Y | +504.7% | -29.9% | +534.7% | +414.8% |
| All | +1,022.7% | +45.5% | +977.2% | +704.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling