+963.8%
ASX vs RVMD
+636.2%
+327.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +11.1% | -0.7% | +11.9% | +11.2% |
| 30D | +9.6% | +0.3% | +9.3% | +9.5% |
| 3M | +18.6% | +38.9% | -20.2% | +12.0% |
| 6M | +92.1% | +108.1% | -16.0% | +67.4% |
| YTD | +158.5% | +160.7% | -2.3% | +113.9% |
| 1Y | +271.9% | +407.3% | -135.4% | +172.3% |
| 3Y | +465.2% | +546.6% | -81.3% | +279.8% |
| 5Y | +479.4% | +579.8% | -100.4% | +257.4% |
| All | +963.8% | +636.2% | +327.6% | +472.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RVMD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling