+146.5%
ASX vs RVTY
+74.0%
+72.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.5% | -3.3% |
| 7D | -14.6% | -3.6% | -11.0% | -13.7% |
| 30D | -21.1% | +1.4% | -22.4% | -21.1% |
| 3M | -3.1% | +43.2% | -46.3% | -10.9% |
| 6M | +17.4% | +84.5% | -67.1% | +0.1% |
| YTD | +135.3% | +65.2% | +70.1% | +98.8% |
| 1Y | +146.5% | +74.3% | +72.2% | +107.3% |
| All | +146.5% | +74.0% | +72.5% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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