+992.0%
ASX vs RRX
+210.7%
+781.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +6.1% | +4.7% |
| 7D | +11.1% | -0.7% | +11.8% | +11.4% |
| 30D | +9.6% | -8.0% | +17.6% | +13.7% |
| 3M | +18.6% | -25.1% | +43.7% | +35.5% |
| 6M | +92.1% | -18.3% | +110.4% | +110.6% |
| YTD | +158.5% | +14.2% | +144.3% | +144.3% |
| 1Y | +271.9% | +13.0% | +258.8% | +250.3% |
| 3Y | +465.2% | +4.2% | +461.0% | +424.9% |
| 5Y | +479.4% | +17.9% | +461.6% | +395.7% |
| 10Y | +992.0% | +220.4% | +771.5% | +522.5% |
| All | +992.0% | +210.7% | +781.3% | +522.5% |
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