+486.8%
ASX vs RVTY
-15.1%
+501.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.4% | -1.4% |
| 7D | +12.4% | -0.5% | +12.9% | +12.7% |
| 30D | -19.8% | +1.5% | -21.3% | -19.7% |
| 3M | -10.3% | +31.5% | -41.8% | -19.1% |
| 6M | +1.2% | +62.7% | -61.4% | -16.4% |
| YTD | +123.0% | +60.0% | +63.1% | +82.5% |
| 1Y | +145.4% | +65.7% | +79.7% | +97.5% |
| 3Y | +368.6% | +85.2% | +283.4% | +244.6% |
| All | +486.8% | -15.1% | +501.9% | +488.7% |
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