+855.3%
ASX vs RUN
+41.1%
+814.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.7% | +0.3% |
| 7D | -0.7% | +1.3% | -2.0% | -0.9% |
| 30D | +2.0% | -15.3% | +17.2% | +4.1% |
| 3M | -1.3% | -40.0% | +38.7% | +6.0% |
| 6M | +71.4% | -27.0% | +98.4% | +78.5% |
| YTD | +135.3% | -51.7% | +187.0% | +154.0% |
| 1Y | +267.5% | -45.9% | +313.4% | +286.5% |
| 3Y | +388.5% | -43.8% | +432.2% | +336.5% |
| 5Y | +417.1% | -80.5% | +497.6% | +405.9% |
| All | +855.3% | +41.1% | +814.2% | +544.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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