+1,048.3%
ASX vs REPL
+37.4%
+1,010.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -5.0% | -4.1% |
| 7D | +22.1% | +9.8% | +12.3% | +21.6% |
| 30D | -23.8% | +81.5% | -105.3% | -25.5% |
| 3M | -7.6% | +44.2% | -51.8% | -9.1% |
| 6M | +6.9% | +437.4% | -430.5% | -2.6% |
| YTD | +127.7% | +126.1% | +1.5% | +109.6% |
| 1Y | +144.5% | +143.1% | +1.4% | +124.0% |
| 3Y | +377.8% | +97.8% | +280.0% | +275.5% |
| 5Y | +498.2% | -34.3% | +532.5% | +410.6% |
| All | +1,048.3% | +37.4% | +1,010.9% | +724.1% |
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