+271.9%
ASX vs RRX
+12.4%
+259.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +6.1% | +5.0% |
| 7D | +11.1% | -0.7% | +11.8% | +11.5% |
| 30D | +9.6% | -8.0% | +17.6% | +14.8% |
| 3M | +18.6% | -25.1% | +43.7% | +40.0% |
| 6M | +92.1% | -18.3% | +110.4% | +116.3% |
| YTD | +158.5% | +14.2% | +144.3% | +162.2% |
| 1Y | +271.9% | +13.0% | +258.8% | +278.1% |
| All | +271.9% | +12.4% | +259.5% | +278.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling