+415.3%
ASX vs RVTY
-7.4%
+422.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.8% | +3.6% | +5.3% |
| 7D | -19.9% | -1.2% | -18.7% | -19.2% |
| 30D | -30.9% | +1.0% | -31.9% | -30.7% |
| 3M | -15.1% | +35.8% | -50.9% | -24.4% |
| 6M | -6.5% | +56.7% | -63.2% | -21.8% |
| YTD | +98.4% | +60.7% | +37.7% | +62.0% |
| 1Y | +107.9% | +73.7% | +34.2% | +63.9% |
| 3Y | +325.3% | +82.8% | +242.5% | +214.7% |
| All | +415.3% | -7.4% | +422.8% | +406.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling