+368.6%
ASX vs RGEN
+15.2%
+353.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | +12.4% | -3.3% | +15.7% | +13.4% |
| 30D | -19.8% | -5.8% | -14.0% | -18.1% |
| 3M | -10.3% | +0.2% | -10.5% | -10.2% |
| 6M | +1.2% | +56.8% | -55.5% | -10.2% |
| YTD | +123.0% | +2.4% | +120.6% | +119.2% |
| 1Y | +145.4% | +11.4% | +134.0% | +135.5% |
| 3Y | +368.6% | +15.2% | +353.5% | +330.0% |
| All | +368.6% | +15.2% | +353.4% | +330.0% |
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