+415.3%
ASX vs RRC
+110.6%
+304.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.9% | +9.4% | +6.9% |
| 7D | -19.9% | -10.8% | -9.1% | -18.2% |
| 30D | -30.9% | +22.3% | -53.2% | -33.4% |
| 3M | -15.1% | +26.6% | -41.7% | -18.8% |
| 6M | -6.5% | +18.9% | -25.4% | -9.9% |
| YTD | +98.4% | +39.2% | +59.2% | +83.8% |
| 1Y | +107.9% | +34.0% | +73.9% | +93.6% |
| 3Y | +325.3% | +42.0% | +283.3% | +286.7% |
| All | +415.3% | +110.6% | +304.7% | +327.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling