+146.5%
ASX vs ROP
+10.4%
+136.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.9% | -7.9% | -1.0% |
| 7D | -14.6% | +11.7% | -26.3% | -6.9% |
| 30D | -21.1% | +35.5% | -56.5% | -0.8% |
| 3M | -3.1% | +25.6% | -28.7% | +17.0% |
| 6M | +17.4% | +39.3% | -21.9% | +54.9% |
| YTD | +135.3% | +11.6% | +123.7% | +202.8% |
| 1Y | +146.5% | +10.6% | +135.9% | +218.1% |
| All | +146.5% | +10.4% | +136.1% | +218.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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