+133.0%
ASX vs RL
+22.6%
+110.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +3.0% | +3.1% |
| 7D | -9.1% | +1.3% | -10.5% | -8.8% |
| 30D | -23.6% | +7.6% | -31.2% | -24.9% |
| 3M | -5.6% | -1.5% | -4.1% | -3.8% |
| 6M | +4.7% | +12.1% | -7.4% | +1.8% |
| YTD | +122.6% | +13.9% | +108.7% | +113.9% |
| 1Y | +133.0% | +20.7% | +112.4% | +123.6% |
| All | +133.0% | +22.6% | +110.4% | +123.6% |
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