+249.2%
ASX vs RMD
-19.2%
+268.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.2% | +9.3% | +5.7% |
| 7D | +6.3% | -4.5% | +10.8% | +5.8% |
| 30D | +6.4% | +4.6% | +1.8% | +6.7% |
| 3M | +13.1% | +14.8% | -1.6% | +14.0% |
| 6M | +90.3% | -12.1% | +102.4% | +98.1% |
| YTD | +149.6% | -7.5% | +157.1% | +158.5% |
| 1Y | +249.2% | -20.1% | +269.2% | +277.5% |
| All | +249.2% | -19.2% | +268.4% | +277.5% |
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