+985.8%
ASX vs ROP
+185.2%
+800.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.2% |
| 7D | +12.4% | +0.7% | +11.7% | +12.1% |
| 30D | -19.8% | +28.8% | -48.6% | -27.9% |
| 3M | -10.3% | +21.1% | -31.4% | -17.9% |
| 6M | +1.2% | +52.5% | -51.3% | -18.9% |
| YTD | +123.0% | +8.9% | +114.2% | +110.0% |
| 1Y | +145.4% | +8.2% | +137.2% | +131.7% |
| 3Y | +368.6% | -5.2% | +373.8% | +373.0% |
| 5Y | +486.0% | +1.7% | +484.3% | +462.2% |
| All | +985.8% | +185.2% | +800.6% | +533.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling