+146.5%
ASX vs ROL
-34.1%
+180.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.8% | -6.7% | -3.0% |
| 7D | -14.6% | +14.6% | -29.2% | -10.7% |
| 30D | -21.1% | +29.3% | -50.4% | -15.1% |
| 3M | -3.1% | +2.0% | -5.1% | +0.5% |
| 6M | +17.4% | -28.5% | +45.9% | +23.2% |
| YTD | +135.3% | -35.3% | +170.7% | +155.1% |
| 1Y | +146.5% | -34.7% | +181.2% | +163.5% |
| All | +146.5% | -34.1% | +180.6% | +163.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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