+432.3%
ASX vs RGEN
-42.4%
+474.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -0.7% | -4.9% | +4.2% | +0.4% |
| 30D | +2.0% | +5.7% | -3.7% | +0.4% |
| 3M | -1.3% | +32.4% | -33.8% | -9.1% |
| 6M | +71.4% | +33.2% | +38.3% | +56.6% |
| YTD | +135.3% | +2.3% | +133.0% | +129.8% |
| 1Y | +267.5% | +39.0% | +228.5% | +228.2% |
| 3Y | +388.5% | -4.6% | +393.1% | +361.6% |
| All | +432.3% | -42.4% | +474.7% | +427.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling