+445.9%
ASX vs RRX
+4.1%
+441.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.5% | +5.8% |
| 7D | +6.3% | +4.3% | +2.0% | +4.2% |
| 30D | +6.4% | -8.0% | +14.4% | +10.6% |
| 3M | +13.1% | -22.0% | +35.2% | +27.3% |
| 6M | +90.3% | -11.9% | +102.2% | +103.1% |
| YTD | +149.6% | +17.1% | +132.5% | +138.7% |
| 1Y | +249.2% | +14.9% | +234.3% | +234.2% |
| 3Y | +445.9% | +6.9% | +439.0% | +449.4% |
| All | +445.9% | +4.1% | +441.8% | +449.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling