+325.3%
ASX vs RGEN
+15.5%
+309.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.0% | +3.5% | +5.7% |
| 7D | -19.9% | -1.9% | -18.0% | -19.3% |
| 30D | -30.9% | +3.7% | -34.6% | -31.1% |
| 3M | -15.1% | +8.8% | -23.9% | -16.7% |
| 6M | -6.5% | +38.0% | -44.4% | -14.3% |
| YTD | +98.4% | +5.9% | +92.6% | +93.3% |
| 1Y | +107.9% | +19.7% | +88.2% | +95.6% |
| 3Y | +325.3% | +20.5% | +304.8% | +290.4% |
| All | +325.3% | +15.5% | +309.8% | +290.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling