+477.7%
ASX vs RSG
+91.5%
+386.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.1% |
| 7D | +6.3% | -0.7% | +7.0% | +6.3% |
| 30D | +6.4% | +3.3% | +3.1% | +6.5% |
| 3M | +13.1% | +8.5% | +4.7% | +12.6% |
| 6M | +90.3% | -3.5% | +93.8% | +92.8% |
| YTD | +149.6% | +5.5% | +144.1% | +148.0% |
| 1Y | +249.2% | -1.7% | +250.9% | +252.5% |
| 3Y | +445.9% | +56.9% | +389.0% | +357.9% |
| 5Y | +477.7% | +89.4% | +388.3% | +334.4% |
| All | +477.7% | +91.5% | +386.2% | +334.4% |
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