+392.6%
ASX vs RRC
+31.1%
+361.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -0.7% | +1.3% | -2.0% | -1.0% |
| 30D | +2.0% | +10.1% | -8.1% | +0.1% |
| 3M | -1.3% | +4.0% | -5.3% | -2.2% |
| 6M | +71.4% | +1.6% | +69.8% | +69.6% |
| YTD | +135.3% | +19.7% | +115.6% | +121.6% |
| 1Y | +267.5% | +21.4% | +246.1% | +241.1% |
| All | +392.6% | +31.1% | +361.6% | +342.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling