+155.0%
ASX vs RMD
-3.7%
+158.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.9% | +4.7% | +6.7% |
| 7D | +0.8% | -0.8% | +1.6% | +0.7% |
| 30D | -20.4% | +1.7% | -22.1% | -19.5% |
| 3M | -2.1% | +6.4% | -8.5% | -0.3% |
| 6M | +8.2% | +20.7% | -12.5% | +12.0% |
| YTD | +137.3% | -0.2% | +137.4% | +150.3% |
| 1Y | +155.0% | -4.5% | +159.5% | +171.0% |
| All | +155.0% | -3.7% | +158.7% | +171.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling