+125.7%
ASX vs RGEN
+23.9%
+101.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.1% | +5.5% | +7.9% |
| 7D | -12.3% | +3.5% | -15.7% | -12.6% |
| 30D | -26.0% | +2.9% | -28.9% | -25.9% |
| 3M | -8.1% | +9.2% | -17.3% | -8.7% |
| 6M | +1.4% | +44.9% | -43.5% | -4.2% |
| YTD | +115.6% | +9.2% | +106.4% | +108.1% |
| All | +125.7% | +23.9% | +101.7% | +117.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling