+837.0%
ASX vs RVMD
+525.1%
+311.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -3.6% |
| 7D | +22.1% | -0.7% | +22.8% | +22.2% |
| 30D | -23.8% | -6.4% | -17.3% | -22.6% |
| 3M | -7.6% | -14.1% | +6.5% | -5.0% |
| 6M | +6.9% | +21.0% | -14.1% | +3.7% |
| YTD | +127.7% | +121.4% | +6.3% | +94.4% |
| 1Y | +144.5% | +167.9% | -23.4% | +101.7% |
| 3Y | +377.8% | +794.7% | -416.9% | +212.4% |
| 5Y | +498.2% | +437.2% | +61.1% | +286.5% |
| All | +837.0% | +525.1% | +311.9% | +420.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling