+842.6%
ASX vs RRC
+63.1%
+779.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.3% | +8.4% | +8.6% |
| 7D | -12.3% | -10.3% | -2.0% | -11.1% |
| 30D | -26.0% | +19.5% | -45.5% | -27.5% |
| 3M | -8.1% | +27.9% | -36.0% | -10.7% |
| 6M | +1.4% | +21.2% | -19.8% | -1.2% |
| YTD | +115.6% | +39.6% | +76.0% | +106.0% |
| 1Y | +128.0% | +31.3% | +96.8% | +119.3% |
| 3Y | +371.4% | +51.9% | +319.5% | +343.6% |
| 5Y | +469.4% | +110.2% | +359.2% | +409.7% |
| 10Y | +842.6% | +56.7% | +786.0% | +642.2% |
| All | +842.6% | +63.1% | +779.6% | +642.2% |
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