+1,116.4%
ASX vs RUN
-31.9%
+1,148.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.0% |
| 3M | -1.3% | -40.0% | +38.7% | +5.4% |
| 6M | +71.4% | -27.0% | +98.4% | +77.9% |
| YTD | +135.3% | -51.7% | +187.0% | +152.5% |
| 1Y | +267.5% | -45.9% | +313.4% | +285.2% |
| 3Y | +388.5% | -43.8% | +432.2% | +342.6% |
| 5Y | +417.1% | -80.5% | +497.6% | +406.1% |
| 10Y | +872.7% | +45.3% | +827.5% | +624.5% |
| All | +1,116.4% | -31.9% | +1,148.4% | +812.5% |
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 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