+1,096.7%
ASX vs REPL
+36.1%
+1,060.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -6.4% | +13.0% | +6.8% |
| 7D | +0.8% | +5.3% | -4.4% | +0.6% |
| 30D | -20.4% | +66.6% | -87.1% | -22.0% |
| 3M | -2.1% | +59.6% | -61.7% | -4.1% |
| 6M | +8.2% | +482.4% | -474.1% | -1.8% |
| YTD | +137.3% | +124.1% | +13.2% | +118.5% |
| 1Y | +155.0% | +138.6% | +16.5% | +133.8% |
| 3Y | +397.9% | +96.0% | +301.9% | +291.5% |
| 5Y | +529.2% | -35.4% | +564.6% | +437.7% |
| All | +1,096.7% | +36.1% | +1,060.6% | +759.1% |
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