+1,007.5%
ASX vs ROL
+214.5%
+793.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +0.8% | +0.8% | +0.1% | +0.6% |
| 30D | -20.4% | +20.6% | -41.0% | -24.2% |
| 3M | -2.1% | +4.5% | -6.6% | -3.7% |
| 6M | +8.2% | -26.5% | +34.7% | +16.6% |
| YTD | +137.3% | -34.8% | +172.1% | +164.4% |
| 1Y | +155.0% | -33.2% | +188.2% | +181.6% |
| 3Y | +397.9% | +4.5% | +393.5% | +363.2% |
| 5Y | +529.2% | +15.5% | +513.7% | +447.4% |
| 10Y | +1,007.5% | +217.2% | +790.3% | +614.5% |
| All | +1,007.5% | +214.5% | +793.0% | +614.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling