+2,979.8%
ASX vs RRC
+1,589.9%
+1,389.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.9% | +9.4% | +6.9% |
| 7D | -19.9% | -10.8% | -9.1% | -18.3% |
| 30D | -30.9% | +22.3% | -53.2% | -33.2% |
| 3M | -15.1% | +26.6% | -41.7% | -18.6% |
| 6M | -6.5% | +18.9% | -25.4% | -9.7% |
| YTD | +98.4% | +39.2% | +59.2% | +85.8% |
| 1Y | +107.9% | +34.0% | +73.9% | +95.5% |
| 3Y | +325.3% | +42.0% | +283.3% | +292.5% |
| 5Y | +447.3% | +111.9% | +335.4% | +356.6% |
| 10Y | +763.2% | +62.8% | +700.4% | +549.6% |
| All | +2,979.8% | +1,589.9% | +1,389.8% | +1,532.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling