+249.2%
ASX vs RUN
-49.0%
+298.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.7% | +2.4% | +5.3% |
| 7D | +6.3% | +10.2% | -3.9% | +4.1% |
| 30D | +6.4% | -9.6% | +16.0% | +8.6% |
| 3M | +13.1% | -31.5% | +44.6% | +21.7% |
| 6M | +90.3% | -18.7% | +109.0% | +100.6% |
| YTD | +149.6% | -49.9% | +199.5% | +168.5% |
| 1Y | +249.2% | -45.5% | +294.7% | +266.5% |
| All | +249.2% | -49.0% | +298.2% | +266.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling