+3,552.3%
ASX vs RGEN
+2,294.3%
+1,258.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -0.7% | -4.9% | +4.2% | -0.1% |
| 30D | +2.0% | +5.7% | -3.7% | +1.2% |
| 3M | -1.3% | +32.4% | -33.8% | -5.4% |
| 6M | +71.4% | +33.2% | +38.3% | +63.6% |
| YTD | +135.3% | +2.3% | +133.0% | +132.4% |
| 1Y | +267.5% | +39.0% | +228.5% | +247.2% |
| 3Y | +388.5% | -4.6% | +393.1% | +375.2% |
| 5Y | +417.1% | -42.7% | +459.8% | +423.1% |
| 10Y | +872.7% | +433.6% | +439.2% | +654.2% |
| All | +3,552.3% | +2,294.3% | +1,258.0% | +1,988.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling