+1,008.4%
ASX vs RUN
+66.4%
+942.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.1% | +2.0% | -3.2% |
| 7D | +22.1% | -13.7% | +35.8% | +24.5% |
| 30D | -23.8% | +9.4% | -33.1% | -25.5% |
| 3M | -7.6% | -13.4% | +5.8% | -6.8% |
| 6M | +6.9% | -39.6% | +46.5% | +13.6% |
| YTD | +127.7% | -53.7% | +181.4% | +144.7% |
| 1Y | +144.5% | -56.2% | +200.7% | +164.1% |
| 3Y | +377.8% | -9.7% | +387.5% | +292.6% |
| 5Y | +498.2% | -85.5% | +583.7% | +511.1% |
| All | +1,008.4% | +66.4% | +942.0% | +636.1% |
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