+155.0%
ASX vs ROP
+7.5%
+147.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.7% | +5.9% | +7.1% |
| 7D | +0.8% | -2.9% | +3.8% | -1.3% |
| 30D | -20.4% | +30.1% | -50.5% | -2.5% |
| 3M | -2.1% | +19.9% | -22.0% | +14.5% |
| 6M | +8.2% | +46.0% | -37.8% | +42.7% |
| YTD | +137.3% | +8.4% | +128.9% | +197.4% |
| 1Y | +155.0% | +8.8% | +146.2% | +219.0% |
| All | +155.0% | +7.5% | +147.5% | +219.0% |
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