+748.4%
ASX vs RRC
+59.4%
+689.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.9% | +9.4% | +6.7% |
| 7D | -19.9% | -10.8% | -9.1% | -18.8% |
| 30D | -30.9% | +22.3% | -53.2% | -32.4% |
| 3M | -15.1% | +26.6% | -41.7% | -17.4% |
| 6M | -6.5% | +18.9% | -25.4% | -8.6% |
| YTD | +98.4% | +39.2% | +59.2% | +89.7% |
| 1Y | +107.9% | +34.0% | +73.9% | +99.4% |
| 3Y | +325.3% | +42.0% | +283.3% | +303.1% |
| 5Y | +447.3% | +111.9% | +335.4% | +389.9% |
| All | +748.4% | +59.4% | +689.0% | +561.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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