+1,007.5%
ASX vs RRX
+222.4%
+785.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +5.9% |
| 7D | +0.8% | +5.4% | -4.6% | -0.8% |
| 30D | -20.4% | +12.0% | -32.4% | -23.9% |
| 3M | -2.1% | +6.1% | -8.3% | -4.2% |
| 6M | +8.2% | -13.2% | +21.4% | +17.0% |
| YTD | +137.3% | +31.0% | +106.3% | +111.9% |
| 1Y | +155.0% | +38.8% | +116.3% | +121.3% |
| 3Y | +397.9% | +70.3% | +327.7% | +276.7% |
| 5Y | +529.2% | +15.5% | +513.7% | +444.9% |
| 10Y | +1,007.5% | +213.7% | +793.8% | +520.9% |
| All | +1,007.5% | +222.4% | +785.1% | +520.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling