+325.3%
ASX vs ROP
-3.8%
+329.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.9% | +9.4% | +5.9% |
| 7D | -19.9% | +2.1% | -22.1% | -19.6% |
| 30D | -30.9% | +32.9% | -63.8% | -28.0% |
| 3M | -15.1% | +20.0% | -35.1% | -12.0% |
| 6M | -6.5% | +36.4% | -42.9% | -3.7% |
| YTD | +98.4% | +7.8% | +90.6% | +124.7% |
| 1Y | +107.9% | +8.0% | +99.9% | +135.0% |
| 3Y | +325.3% | -3.5% | +328.8% | +399.4% |
| All | +325.3% | -3.8% | +329.0% | +399.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling