+1,007.5%
ASX vs RRC
+72.2%
+935.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.3% | +5.3% | +6.5% |
| 7D | +0.8% | -0.5% | +1.3% | +1.0% |
| 30D | -20.4% | +25.2% | -45.6% | -22.4% |
| 3M | -2.1% | +27.8% | -30.0% | -4.9% |
| 6M | +8.2% | +27.2% | -19.0% | +5.0% |
| YTD | +137.3% | +48.2% | +89.1% | +125.3% |
| 1Y | +155.0% | +34.7% | +120.3% | +144.7% |
| 3Y | +397.9% | +62.2% | +335.7% | +365.4% |
| 5Y | +529.2% | +130.9% | +398.3% | +458.3% |
| 10Y | +1,007.5% | +73.4% | +934.1% | +765.2% |
| All | +1,007.5% | +72.2% | +935.3% | +765.2% |
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