+155.0%
ASX vs RRC
+38.2%
+116.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.3% | +5.3% | +6.7% |
| 7D | +0.8% | -0.5% | +1.3% | +0.7% |
| 30D | -20.4% | +25.2% | -45.6% | -16.6% |
| 3M | -2.1% | +27.8% | -30.0% | +3.4% |
| 6M | +8.2% | +27.2% | -19.0% | +15.2% |
| YTD | +137.3% | +48.2% | +89.1% | +154.1% |
| 1Y | +155.0% | +34.7% | +120.3% | +173.7% |
| All | +155.0% | +38.2% | +116.8% | +173.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling