+498.2%
ASX vs RSG
+100.8%
+397.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -3.8% |
| 7D | +22.1% | +1.4% | +20.7% | +22.4% |
| 30D | -23.8% | +15.0% | -38.8% | -22.5% |
| 3M | -7.6% | +18.5% | -26.1% | -6.0% |
| 6M | +6.9% | +25.8% | -18.9% | +7.7% |
| YTD | +127.7% | +20.8% | +106.9% | +130.0% |
| 1Y | +144.5% | +24.8% | +119.7% | +144.6% |
| 3Y | +377.8% | +65.9% | +311.9% | +317.2% |
| 5Y | +498.2% | +99.1% | +399.2% | +369.3% |
| All | +498.2% | +100.8% | +397.4% | +369.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling