+3,552.3%
ASX vs RRC
+1,353.4%
+2,198.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.3% |
| 6M | +71.4% | +1.6% | +69.8% | +69.9% |
| YTD | +135.3% | +19.7% | +115.6% | +126.5% |
| 1Y | +267.5% | +21.4% | +246.1% | +251.5% |
| 3Y | +388.5% | +29.7% | +358.8% | +358.3% |
| 5Y | +417.1% | +153.9% | +263.2% | +318.2% |
| 10Y | +872.7% | +10.8% | +861.9% | +687.7% |
| All | +3,552.3% | +1,353.4% | +2,198.9% | +1,890.3% |
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