+985.8%
ASX vs RRC
+73.1%
+912.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.8% | -2.1% |
| 7D | +12.4% | +6.4% | +6.0% | +11.6% |
| 30D | -19.8% | +23.9% | -43.7% | -21.7% |
| 3M | -10.3% | +30.2% | -40.5% | -13.1% |
| 6M | +1.2% | +26.3% | -25.0% | -1.8% |
| YTD | +123.0% | +48.1% | +74.9% | +111.7% |
| 1Y | +145.4% | +37.7% | +107.8% | +134.8% |
| 3Y | +368.6% | +60.3% | +308.3% | +338.3% |
| 5Y | +486.0% | +135.3% | +350.7% | +418.6% |
| All | +985.8% | +73.1% | +912.7% | +765.1% |
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