+748.4%
ASX vs RMD
+350.6%
+397.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +6.9% |
| 7D | -19.9% | +2.3% | -22.3% | -20.6% |
| 30D | -30.9% | +4.1% | -35.0% | -31.8% |
| 3M | -15.1% | +5.7% | -20.8% | -17.0% |
| 6M | -6.5% | +12.9% | -19.4% | -11.4% |
| YTD | +98.4% | -1.5% | +99.9% | +96.0% |
| 1Y | +107.9% | -4.8% | +112.6% | +107.5% |
| 3Y | +325.3% | +57.5% | +267.8% | +243.9% |
| 5Y | +447.3% | -5.5% | +452.8% | +421.6% |
| All | +748.4% | +350.6% | +397.8% | +449.2% |
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