+992.0%
ASX vs RSG
+418.8%
+573.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.2% | +3.4% |
| 7D | +11.1% | 0.0% | +11.1% | +11.1% |
| 30D | +9.6% | +3.7% | +5.9% | +8.3% |
| 3M | +18.6% | +6.2% | +12.5% | +15.1% |
| 6M | +92.1% | -2.8% | +94.9% | +91.9% |
| YTD | +158.5% | +5.9% | +152.6% | +148.2% |
| 1Y | +271.9% | -1.8% | +273.7% | +267.2% |
| 3Y | +465.2% | +57.5% | +407.7% | +326.9% |
| 5Y | +479.4% | +91.1% | +388.3% | +284.3% |
| 10Y | +992.0% | +428.1% | +563.9% | +341.0% |
| All | +992.0% | +418.8% | +573.2% | +341.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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