+3,552.3%
ASX vs RSG
+3,893.3%
-341.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +2.0% | +7.6% | -5.6% | -1.0% |
| 3M | -1.3% | +7.4% | -8.8% | -5.3% |
| 6M | +71.4% | -3.3% | +74.7% | +70.5% |
| YTD | +135.3% | +6.0% | +129.3% | +125.0% |
| 1Y | +267.5% | -3.7% | +271.1% | +263.2% |
| 3Y | +388.5% | +59.1% | +329.4% | +283.7% |
| 5Y | +417.1% | +89.0% | +328.1% | +272.5% |
| 10Y | +872.7% | +412.5% | +460.2% | +356.7% |
| All | +3,552.3% | +3,893.3% | -341.0% | +916.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling