+913.4%
ASX vs RMD
+265.7%
+647.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.2% | +9.3% | +7.1% |
| 7D | +6.3% | -4.5% | +10.8% | +7.7% |
| 30D | +6.4% | +4.6% | +1.8% | +4.6% |
| 3M | +13.1% | +14.8% | -1.6% | +7.0% |
| 6M | +90.3% | -12.1% | +102.4% | +96.3% |
| YTD | +149.6% | -7.5% | +157.1% | +152.1% |
| 1Y | +249.2% | -20.1% | +269.2% | +270.1% |
| 3Y | +445.9% | +53.9% | +392.0% | +342.8% |
| 5Y | +477.7% | -22.2% | +499.9% | +489.3% |
| 10Y | +913.4% | +268.2% | +645.2% | +594.2% |
| All | +913.4% | +265.7% | +647.7% | +594.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling