+985.8%
ASX vs ROL
+221.5%
+764.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -2.6% |
| 7D | +12.4% | +3.0% | +9.4% | +11.7% |
| 30D | -19.8% | +19.8% | -39.6% | -23.5% |
| 3M | -10.3% | +7.9% | -18.2% | -12.5% |
| 6M | +1.2% | -25.6% | +26.9% | +8.8% |
| YTD | +123.0% | -34.1% | +157.2% | +147.9% |
| 1Y | +145.4% | -31.4% | +176.8% | +169.0% |
| 3Y | +368.6% | +4.7% | +363.9% | +336.2% |
| 5Y | +486.0% | +15.6% | +470.4% | +410.6% |
| All | +985.8% | +221.5% | +764.2% | +610.2% |
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