+432.3%
ASX vs RRC
+156.2%
+276.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -0.7% | +1.3% | -2.0% | -0.9% |
| 30D | +2.0% | +10.1% | -8.1% | +0.3% |
| 3M | -1.3% | +4.0% | -5.3% | -2.2% |
| 6M | +71.4% | +1.6% | +69.8% | +69.8% |
| YTD | +135.3% | +19.7% | +115.6% | +125.0% |
| 1Y | +267.5% | +21.4% | +246.1% | +248.6% |
| 3Y | +388.5% | +29.7% | +358.8% | +354.1% |
| All | +432.3% | +156.2% | +276.1% | +346.0% |
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