+3,582.5%
ASX vs RSG
+4,385.3%
-802.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.7% | +5.9% | +6.3% |
| 7D | +0.8% | +1.6% | -0.8% | +0.1% |
| 30D | -20.4% | +13.5% | -33.9% | -24.8% |
| 3M | -2.1% | +16.3% | -18.5% | -8.6% |
| 6M | +8.2% | +26.9% | -18.7% | -3.8% |
| YTD | +137.3% | +19.1% | +118.2% | +115.0% |
| 1Y | +155.0% | +21.8% | +133.2% | +128.3% |
| 3Y | +397.9% | +63.5% | +334.4% | +285.7% |
| 5Y | +529.2% | +98.6% | +430.6% | +342.8% |
| 10Y | +1,007.5% | +444.4% | +563.1% | +404.2% |
| All | +3,582.5% | +4,385.3% | -802.8% | +871.4% |
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 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