+146.5%
ASX vs RL
+34.3%
+112.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.5% | -8.4% | -5.4% |
| 7D | -14.6% | +5.8% | -20.4% | -16.2% |
| 30D | -21.1% | +12.7% | -33.8% | -24.3% |
| 3M | -3.1% | +9.3% | -12.4% | -6.2% |
| 6M | +17.4% | +16.9% | +0.4% | +11.4% |
| YTD | +135.3% | +17.5% | +117.9% | +121.6% |
| 1Y | +146.5% | +34.6% | +111.9% | +122.2% |
| All | +146.5% | +34.3% | +112.2% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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