+925.8%
ASX vs RUN
-23.6%
+949.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.1% | +5.3% | +6.3% |
| 7D | -19.9% | +33.4% | -53.3% | -23.4% |
| 30D | -30.9% | +31.1% | -62.0% | -33.8% |
| 3M | -15.1% | +6.4% | -21.5% | -16.6% |
| 6M | -6.5% | -22.2% | +15.7% | -4.2% |
| YTD | +98.4% | -45.8% | +144.2% | +108.1% |
| 1Y | +107.9% | -51.1% | +159.0% | +119.7% |
| 3Y | +325.3% | -3.0% | +328.3% | +256.1% |
| 5Y | +447.3% | -82.2% | +529.5% | +440.0% |
| 10Y | +763.2% | +111.9% | +651.3% | +521.5% |
| All | +925.8% | -23.6% | +949.3% | +651.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling