+325.3%
ASX vs ROL
+3.8%
+321.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.1% | +8.5% | +6.1% |
| 7D | -19.9% | +9.5% | -29.4% | -19.1% |
| 30D | -30.9% | +22.9% | -53.8% | -29.5% |
| 3M | -15.1% | +3.5% | -18.6% | -13.7% |
| 6M | -6.5% | -29.4% | +22.9% | -3.3% |
| YTD | +98.4% | -36.1% | +134.5% | +107.3% |
| 1Y | +107.9% | -34.4% | +142.2% | +116.4% |
| 3Y | +325.3% | +4.0% | +321.3% | +263.7% |
| All | +325.3% | +3.8% | +321.4% | +263.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling