+842.6%
ASX vs RMD
+360.8%
+481.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.2% | +8.4% | +8.6% |
| 7D | -12.3% | +1.2% | -13.5% | -12.7% |
| 30D | -26.0% | +2.5% | -28.5% | -26.6% |
| 3M | -8.1% | +11.5% | -19.7% | -11.7% |
| 6M | +1.4% | +14.7% | -13.3% | -4.5% |
| YTD | +115.6% | -1.3% | +116.9% | +112.8% |
| 1Y | +128.0% | -5.3% | +133.3% | +128.1% |
| 3Y | +371.4% | +68.8% | +302.6% | +271.6% |
| 5Y | +469.4% | -5.9% | +475.3% | +443.4% |
| 10Y | +842.6% | +348.7% | +494.0% | +505.7% |
| All | +842.6% | +360.8% | +481.9% | +505.7% |
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